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Retirement

Why Do Some People Claim Social Security Early?
September 13, 2021

You’ve probably heard that claiming your Social Security benefits early will result in permanently lowered benefits – as much as 30 percent, if you claim them at age 62. In many cases this can be a bad idea, because naturally you want to enjoy as much retirement income as possible!…

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3 Ways to Test Your Retirement Plan
September 6, 2021

For most of us, envisioning the distant future can be difficult. That’s why saving for a distant goal can feel less than motivating. It’s no wonder so many people fall behind on retirement savings, or can’t force themselves to prioritize it! But because we will all need retirement income someday,…

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What Can We Learn from Warren Buffett?
August 16, 2021

You might think that someone as wealthy as Warren Buffett lives quite differently from the rest of us, and therefore his own financial habits wouldn’t really work for the average person. But actually, these surprising facts about Buffett cast light on some habits and choices that the rest of us…

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5 Moves You Must Make In Your Sixties
August 8, 2021

Most of us plan to retire somewhere around the age of 65 or so. So once you reach your sixth decade, it’s time to kick retirement planning into high gear. Those last few years give you opportunities to research options and make some final decisions that will impact the rest…

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Social Security Beneficiaries Might See a Raise Next Year
July 5, 2021

As the pandemic seems to be cooling off a bit, now your attention might have shifted to inflation. No, it’s not your imagination; prices on a number of essential goods and services have indeed risen over the past year. Some of these increases are quite noticeable and significant, and are…

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Millennials Express Negative Views on Retirement
May 10, 2021

As Baby Boomers eagerly enter retirement or the final stretches of their careers, their children’s generation appears to view retirement in a much different light. According to a survey by Go Banking Rates, one in five millennials don’t believe they will ever get to retire. Is it just pessimism, or…

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As Real Estate Prices Soar, Is it Time to Reconsider Your Retirement Plan?
April 19, 2021

While many industries took a beating in 2020, you could say that real estate enjoyed a surprising surge in many areas. With many people eager to move during the pandemic, demand for new housing drove up prices at a surprising rate. As prices continue to soar in some locations, some…

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Can I Avoid Taxes on Social Security or Retirement Benefits?
March 15, 2021

Many things will change in retirement, from your budget to your overall lifestyle. But some things never completely change, and income taxes fall into that category. Most retirees are still required to file tax returns and do pay some amount of income taxes each year. You might be surprised to…

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6 Things That Might Surprise You About Retirement
January 11, 2021

After decades of planning, you might expect your retirement years to unfold just as you imagined. Hopefully that will be the case, but we wanted to warn those of you still in the planning stages: These six things often take retirees by surprise. You might still work. Some retirees simply…

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The 2021 IRS Rules on Retirement Plan Contributions
November 9, 2020

Retirement plans such as the 401(k) and IRA are popular choices, due to certain tax incentives offered by the IRS. Of course, the agency can and does occasionally make adjustments to the rules, so it’s important to stay on top of these changes. Here’s what you need to know about…

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