News and Resources

Here’s What You Need To Know About Roth Conversions

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For retirement, specifically, individual retirement accounts (IRAs) are a widely popular savings vehicle. Roth IRAs, in particular, are excellent accounts to help retirees mitigate their tax liability in retirement.  The main differentiator of a Roth IRA is that you contribute with after-tax dollars, and all qualified distributions are tax-free. This structure brings an important tax-efficient…
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5 Simple Things That Will Make Or Break Your Estate Plan

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Estate planning has seen a resurgence since the beginning of the pandemic. Alterations to laws now accommodate virtual updates to wills, trusts, beneficiaries, and other significant estate planning documents, and people seem to have more urgency to get these tasks completed. Remember, estate planning isn’t just preparing for something you won’t get to see; instead,…
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How Do Survivor Social Security Benefits Work?

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Social Security is a robust system that provides aid to disabled workers, minor children, and surviving spouses/dependents. In fact, according to AARP, nearly 5.9 million people were collecting survivor benefits in 2020. Survivor benefits play an important role in the social security system, making it imperative that you know what it is, how it works,…
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What You Need To Know About Long-Term Care Insurance

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Long-term care is an emotional topic. It can be difficult to think about yourself or a loved one in a state of not being able to perform daily tasks. But avoiding the topic can lead to exorbitant payments in retirement. In fact, by the time a person reaches 65, they have a 50% chance of…
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What You Need To Know About Social Security

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Social Security is a vitally important tool for a retiree’s income planning strategy, yet many pre-retirees don’t give it the attention that it deserves.  Understanding how Social Security works and the best ways to optimize it for you and your family can make a huge difference in the size of your benefit, tax implications, and…
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How To Tell If Relocating In Retirement Is Right For You

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Retirement can be one of the most exciting times in your life. Without work tethering you to a certain location, you have the freedom and flexibility to live out your golden years wherever you like.  But before you ditch your hometown for an unfamiliar place, be sure you have done adequate research into your new…
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The Power of Your Pension, Wrapup

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We have made it to the end of our pension series and today we will take some time to summarize the series. We will walk you through each of the questions we have answered and provide a brief explanation.  Let’s start with a general overview of a pension plan. What is a pension? A pension…
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How Your Pension Differs From Popular Savings Methods

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Today, we will analyze how your pension plan interacts with the other retirement savings you have and how to create a strong plan to maximize your cash flow in your golden years.  Why your pension might not be enough Pension plans, or defined benefit plans, have been an important method of saving for retirement for…
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