For retirees who rely on fixed incomes or investment portfolios, understanding the latest inflation trends and adjusting their financial plans is crucial. In this article we take a closer look at what’s driving inflation, how it factors into Federal Reserve policy, and, most importantly, how retirees can better prepare for the months and years ahead. Read More >
Planning to relocate in retirement, or close to making a decision? We’ve put together this workbook to help you with your planning to ensure this transition is as seamless as can be. Get the Workbook >
The SECURE 2.0 Act, signed into law in late 2022, introduces several key updates to retirement savings plans taking effect in 2025. Here's what you should know about the major changes to 401(k)s, IRAs, and other retirement accounts… Read More >
During his campaign, Donald Trump promised to end taxes on Social Security benefits. This would seem like a welcome relief those who have enough other income which would result in federal income tax on 85% of SS retirement benefits. But when you consider the impact on the Social Security trust fund, the proposal may not be so great. Read More >
When planning your estate, it’s crucial to determine the best way to pass on your retirement assets, such as IRAs or 401(k)s, to your beneficiaries. Understanding your options and the benefits, risks, and tax implications of each is essential for making an informed decision. Read More >
Divorce is one of the most difficult life transitions to navigate — and for those who did not handle the finances in their marriage, it can be difficult know where to begin. Read More >
The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. However, SECURE 2.0 has added far more motivational carrots than punishing sticks. Here is our run down.
The “right” answer to this common query remains as elusive as ever. It depends on a wide array of personal variables. No wonder many families find themselves in a quandary when it comes to taking their Social Security benefits. Let’s take a closer look at how to find the right balance for you. Read More >
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. Read More >
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