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If you’re following our blogs, you’ve learned a lot about saving for your future. For example, you know that gradually increasing your retirement plan contributions each year is a wise move, and you also know that maxing out your contributions helps you to enjoy the full tax advantages available to…
You haven’t been living under a rock, so you’ve already learned that planning for retirement is one of the most important financial choices you will ever make. But, many people are still confused about their different options regarding retirement planning. You might know that an Individual Retirement Account (IRA) offers…
As we always remind our clients, Social Security was only meant to be a supplement to your retirement income. You can’t completely rely upon it to fund your retirement. Having said that, you do need to know what you can expect from the program, and of course you need to…
Once you enter your 50s, you might feel as though you’ve entered the home stretch of your career. Sure, you’re probably going to work another ten years or so, but often by this age the difficult career-building steps are behind you. You’ve gained experience in your field, you’re comfortable, and…
Generally, when we think about accumulating wealth, we view that as a good thing. Who doesn’t want a nice, comfortable nest egg? But as with all things in life, there is a downside to having a healthy bank balance. Yes, really! You can overestimate yourself. If you do manage to…
Are you on track to max out your retirement plan contributions this year? If so, that’s great news. You’re preparing for your future, while also earning a valuable tax deduction. You might feel satisfied knowing that you’re doing all you can to save for retirement, or you might be wondering…
What’s the perfect time to retire? If you’re like a lot of people, you’re saying, Right now… I wish! Many of us dream about an early retirement, but most of the time we plan to stop working around age 65 or a bit later. Of course, whether we want to…
When we consider our health insurance policies, we look at things like premiums and benefits. Most of us don’t consider how that policy could help us to retire more comfortably. However, that’s exactly what it could do, depending on your exact situation and how you leverage it. It’s possible to…
Mapping out a route to retirement is a huge part of your long-term financial strategy. But every route has to lead somewhere. That’s why selecting a retirement date is almost as important as crafting your retirement strategy. Once you decide on the right time to retire, you will have a…
Retirement planning often focuses on a specific savings goal, and a target date for the beginning of your new life. But many people fail to think beyond that date. Once you’ve saved a comfortable nest egg, and you are finished with your career, what happens next? You begin taking distributions…
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