Retirement Planning

5 Simple Ways Retirees Can Invest Better Today

Properly managing your investments in retirement is crucial for ensuring your overall financial health. Managing retirement investments can help you to preserve your assets, minimize your tax burden, ensure that you have enough income to cover retirement expenses, and preserve your wealth for future generations.  Managing your retirement investments also means taking your retirement goals…
Read More

How To Estimate Your Tax Bill In Retirement

  News
  ,
Everything changes in retirement—including how you pay taxes. Many new retirees are surprised by how high their tax bill can be. To avoid any unwelcome surprises come tax time, proactive tax planning is a critical component of retirement planning. Luckily, it’s possible to accurately estimate your tax bill beforehand, making it easier to plan accordingly.…
Read More

The 4 Secrets To A Happy Retirement

  News
 
Everyone may have a unique vision for their ideal retirement, but each scenario likely shares a common theme—joy and happiness.  You’ve worked so hard to save and plan for this new phase of your life, so how can you make the most of it? While your finances play a role, they are far from the…
Read More

What Is An Encore Career (And Why Consider One)?

  News
 
Retirement is an opportunity to write a new story and carve the next chapter of your life. Ask yourself: What is the dominant theme in your narrative?  How can you continue to grow and develop?  How do you want the next couple of decades of your life to unfold? These are prominent questions, ones that…
Read More

The Top Social Security and Medicare Changes in 2021

Few programs impact your retirement quite like Social Security and Medicare, making any changes crucial financial planning information. The Social Security Administration (SSA) recently communicated updates and expectations for beneficiaries heading into 2021. Today, our team will outline the top changes that could influence your plan.  Beneficiaries can expect a raise. Most retirement income channels…
Read More
Menu