EMPOWER YOUR RETIREMENT
READ OUR BLOG
We post blogs weekly to help you better understand your financial needs, or assess your current investment and retirement strategies.
READ OUR BLOG
Search
Protect Your Retirement Savings From Cyber Threats
If there’s a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Cyber fraud is becoming more common, and plan sponsors don’t guarantee reimbursements. It’s important to take steps to protect your information and account from...
The Pandemic Won’t Be the Last Retirement Challenge You’ll Face
The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system could mean we’ll see higher taxes, inflation, and healthcare costs in the...
Is a Big Retirement Move Right for You?
Some people dream about retiring and jetting off to a tropical location to start a new life. In reality, the majority of people, when asked if they want to stay in their house once they retire, say yes. According to an AARP Report, 87% of people aged 65 or older think...
Are You Planning to Work Longer or in Retirement? Know These Four Rules
Retirement isn’t what it used to be. It’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone’s retirement will look the same, and it doesn’t have to. Maybe you’ll transition to part-time before fully...
Win the Retirement Lottery Without Winning the Lottery
There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to last an average family for generations. When these...
4 Types of Retirement Income and How They’re Taxed
Taxes don’t stop when you stop receiving a paycheck. If you have multiple sources of income in retirement, your tax burden could be substantial. By understanding how different types of income are taxed, you can develop income planning strategies that work to lower...
Don’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three...
Have You Solved Your Retirement Puzzle?
Have you ever been totally stumped by a puzzle or brain-teaser? Maybe that’s why we’re impressed by people who can solve a Rubix Cube in seconds, or finish a thousand-piece jigsaw puzzle, or do the Sunday crossword puzzle in pen. But, if you talk to a lifelong puzzle...
How Will You Create a New Life In Retirement?
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions from having a job can lead to a difficult transition. During the past year, many have realized that never going into the...
Is It Time to Spring Clean Your Financial House?
If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, or other retirement account, this is especially important. Managing this area of your finances isn’t a ‘set it and forget it’ activity. Here’s how you...
