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How Much Money Do You Need to Retire?

How Much Money Do You Need to Retire?

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Curating the best savings strategies for retirement is on the mind of every financial planner, and the people they consult. Regardless of specialty, almost every financial planner hears one common question: how much money do I need to retire? While it is impossible to nail down a concrete number due to each person’s unique financial…
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Claudius the Antagonist

To Work or Not To Work in Retirement, That is The Question

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It can be difficult leaving the pace of full time work for retirement.  For many retirees, a job provides additional income, stability, and the chance for a new routine.  However, combining income from social security, 401K plans, pension plans, interest, dividends and capital gains, with part-time earned income can create a confusing tax situation. There…
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The Psychology of Retirement

The Psychology of Retirement

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Often when we talk about retirement, we talk about it in terms of saving. That is not a bad thing, especially considering that most of our working lives we are dedicating money to a retirement fund. But one of the most overlooked factors to retirement is the psychology of it. It can be all too…
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Retiring Early? Here Are Your Healthcare Options

Retiring Early? Here Are Your Healthcare Options

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More and more Americans are looking to retire early. In most cases, they’re not necessarily retiring from work altogether, but are ready to embark on a new journey. This might mean starting a business, pursuing a hobby they’re passionate about, spending more time with family, or travelling full time. The options are truly endless, but…
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Creating a Retirement Budget

Creating a Retirement Budget

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It’s rare to find someone who enjoys putting together a budget. For most people, it’s at the very least a pain, and at the most it’s a frustrating and somewhat emotional or embarrassing experience. Others feel overwhelmed because they’ve struggled to stick to a budget in the past. Planning a budget for retirement has additional…
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Spring 2021: A Course on Advanced Retirement Issues

Fall 2018: A Course on Retirement Wealth Management

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Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. Course Description: In this course, we will discuss dozens of retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that can produce retirement income and growth. Tax ideas include ways to reduce taxes on distributions…
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Setting New Goals as a Retiree

Setting New Goals as a Retiree

Entering retirement can be a daunting time. If you’re like the majority of Americans, you’ve spent your entire life up until this point working toward a set of goals that revolved around your career. You’ve worked for promotions, bonuses, and pay increases. You’ve scheduled your family time around your work calendar, and your days have…
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Olli Retirement Management Courses

A Course on Retirement Wealth Management

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You may wish to attend our upcoming course on Retirement Wealth Management. Course Description: In this course we will discuss investment planning, tax planning, and estate planning ideas that retirees can use to improve their financial well-being. Investment planning ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax planning ideas…
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3 Ways to Reduce IRA Required Minimum Distributions

3 Ways to Reduce IRA Required Minimum Distributions

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“Although I am over 70, I am still working. My company’s CPA just told me that this year I will have to take money out of both my company 401-k plan and my personal IRA. I don’t want to do that since it will increase my income tax liability. Is she right? She could be…
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