3 Recent Events That Could Show the Future of Your Finances

Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, the Federal Reserve’s statements regarding interest rates and inflation, as well as the GameStop stock frenzy, may have you wondering how to respond. [...]

2021-02-16T18:48:46+00:00February 15th, 2021|Economy, Retirement Planning, Stock Market|

3 Ways the SECURE Act Could Affect Your Retirement

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was the biggest piece of retirement legislation to be passed in many years, and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. It had several aims, from making it easier [...]

2021-02-08T04:15:28+00:00February 8th, 2021|Retirement Planning|

Concerned About Taxes On Your Retirement Account?

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Starting at age 72, you likely [...]

2021-02-01T01:22:56+00:00February 1st, 2021|Retirement Planning, Taxes & Tax Planning|

3 Retirement Challenges You Can Plan For

No matter where you are in your retirement journey, a financial advisor may be able to provide you with potentially valuable information and advice. A comprehensive retirement plan tailored specifically to your situation could have a major impact on your retirement: It may help you avoid common retirement pitfalls and mitigate risks. Here are 3 [...]

2021-01-17T18:25:52+00:00January 17th, 2021|Retirement Planning|

Ready to Retire in 2021? Ask Yourself These 3 Questions

Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or your 65th birthday, or maybe your goal is to retire when you have a certain amount in savings. Retirement is different for everyone, and [...]

2021-01-04T17:17:00+00:00January 4th, 2021|Financial Planning, Retirement Planning|

3 Easy Ways To Get On-Track for 2021 & Beyond

Only 28% of Americans will make New Year’s resolutions that are financial in nature, according to a recent MassMutual survey.[1] Perhaps more should – retirement requires significant planning and there is no better time to start than at the beginning of a new year. If you’re wondering how to do this, then you might consider [...]

2020-12-28T16:38:27+00:00December 28th, 2020|Financial Planning, Retirement Planning|

Note These 3 Retirement Risks

Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. [...]

2020-11-29T03:26:41+00:00November 30th, 2020|Retirement Planning|

What’s In Store for Retirement Accounts in 2021?

In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see additional retirement legislation. For those who have saved diligently over the years, it’s crucial to know how to make [...]

2020-11-09T10:24:22+00:00November 9th, 2020|Retirement Planning|
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