I recently read an article that I wanted to share the basic core ideas with those of you that are Baby Boomers and as a warning for Generation X. Are Baby Boomers headed for a retirement crisis [...]
Should you take your Social Security benefits at age 62, full retirement age or even age 70? As a financial planner and Registered Social Security Analyst (RSSA), I can honestly say that there is [...]
A lot of people, about 10,000 Baby Boomers a day, are set to begin the retirement phase of their lives. But many of the people who are retiring are worried about how they will retire and how they [...]
Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]
With college and high school graduations going on right now, it is extremely important for all of you young graduates to consider planning for your retirement. Yes, I know what you are thinking, [...]
Sorry I missed last week’s post; time it seems got away from me somehow. It seems that it happens more and more these days. But I will double down and push ahead full force. The main reason for [...]
There are a few legal ways in which you can trim your tax liability in retirement. Most people save for retirement in either a 401(k) or similar type account or an Individual Retirement Account [...]
About two years ago there was a major change to Social Security when the full retirement age changed from 66 to 67. The increase will be a gradual shift with a month added for every two months in [...]
How much of a difference can $5,000 make? Over time, especially decades, that can mean some serious money to a retirement account. In 2019 the IRS increased the limits on the annual contributions [...]
Do you get regular raises at work? When you get one what is your immediate reaction to the new-found money? For some, they decide to spend it on items that they may not have been able to afford [...]
