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Blog
As you get closer to your chosen retirement date, it’s not uncommon to feel a sense of unease. Sure, you’ve been saving and planning, but how can you be certain that you’ve done enough?
Blog
You've heard the adage, "It takes money to make money." That is very often true. Similarly, it takes income to pay income taxes. If you are in a position where you are offered deferred compensation, you may have the opportunity to pay less in income taxes and have more money when you need it the most.
Blog
There’s no one-size-fits-all approach to retirement planning because there’s no one-size-fits-all financial plan. No matter how close or far away retirement seems to you, there are decade-by-decade guidelines you can follow to make sure you’re working in the right direction.
20s — Lay the groundwork, and don’t hamstring yourself
We know, you don’t want to hear it. Your 20s are about getting an education, settling into your career, and, yes, enjoying your young adulthood.
Blog
Understanding New RMD Rules for Inherited Individual Retirement Accounts
For many holders of traditional individual retirement accounts, minimum distributions (RMDs) are a familiar concept. They provide a way for the government to collect taxes on tax-deferred accounts, and investors who fail to make RMDs and pay taxes on them can face IRS penalties.
Blog
What if you could sell off a highly appreciated asset, avoid capital gains taxes and create a steady stream of retirement income for yourself or your loved ones? It may sound too good to be true, but those are just a few benefits of establishing a charitable remainder trust (CRT).
Blog
For many, retiring to their cabin is a lifelong dream. Maybe you inherited this cabin from your parents, and you’ve kept it to pass on to your own children. Maybe you purchased this cabin, so you and your children could have a getaway all to yourselves. You expect to see your grandchildren swimming, water skiing, and learning to fish here, just as your children have done.
Blog
It’s a fact: More Americans are moving when they retire. According to a 2024 study by Hire a Helper (a moving company), 339,000 American retirees moved in 2023. Following a COVID-19 slump in 2021 and 2022, this number represented a significant shift back towards moving.
Blog
Imagine you’ve just arrived at your doctor’s office. One of the first things you’ll do is answer questions about the prescription drugs and vitamins you take. Why? Your doctor needs to know what medications you’re taking to prevent any unintended consequences from drug interactions. To make the best possible recommendations, your doctor needs all the information.
Blog
In the journey of life, preparing for retirement can seem like a distant priority, especially if you’re a millennial focused on more immediate financial concerns like buying a home, repaying student loans, or saving for your children’s education.