News and Resources

How Retirees Can Use I Bonds To Protect Against Inflation

  News
  I bond, Inflation, Retirement income planning, Retirement Planning
You can’t turn on the news or go online without seeing the word “Inflation” plastered across headlines. Due to several external factors like the war in Ukraine, ongoing complications with COVID-19, supply chain issues, and more, the inflation rate is reaching historic 40-year highs. As inflation continues creeping up, the purchasing power of your hard-earned…
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To Work or Not To Work in Retirement, That Is The Question

  News
  Retirement Planning
A job is about more than an income.  It offers a sense of stability, provides a consistent routine, and helps you develop a personal network. If you’re worried about losing all that in retirement, it’s entirely possible to continue working beyond what you originally planned. In fact, many retirees enjoy staying busy and earning extra…
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3 Easy Ways Retirees Can Simplify Their Financial Lives

  News
  Retirement Planning
Preparing for retirement feels complex at times, but your financial life in retirement shouldn’t be. The simpler and more streamlined you can make things, the less you have to worry about regularly. But how, exactly, can you tidy things up? Below we have three easy ways to streamline your financial life and reduce stress in…
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Why A Roth IRA Is A Great Addition To Your Estate Plan

  News
  estate planning, Roth IRA
Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible to optimize accounts you already have to transfer wealth to loved ones effectively. By design, Roth IRAs are tax-efficient savings tools for retirement. But when combined with your greater estate planning goals, they…
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4 Smart Ways To Reduce Your Required Minimum Distributions In 2022

  News
  required minimum distributions
The benefits of contributing to traditional retirement accounts, like a company 401(k) or personal IRA, are numerous, and one of the most significant ones is gaining capital appreciation in tax-deferred accounts. But tax-deferred today doesn’t mean tax-free tomorrow.  You contribute with pre-tax dollars in traditional retirement accounts, and your investments grow tax-deferred for decades. But…
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