Retirement Planning

Does The 4% Rule Still Hold True for Today’s Retirees?

May 1, 2022

Whether you’re preparing for retirement or already there, you’ve likely heard about the 4% rule. This common retirement rule-of-thumb originated in 1994 and has served as the jumping-off point for millions of retirees since. Does the 4% rule still serve its purpose in today’s changing economic environment? Below we provide an in-depth look at the…

7 Last-Minute Tax Tips Retirees Need To Know Before Filing Their 2021 Returns

March 1, 2022

News

Retirement Planning, tax tips

Tax rules and requirements change every year, so it’s essential to stay up to date regarding filing your taxes. Here’s what to keep in mind when filing your 2021 tax return. 1. The Increased Standard Deduction The standard deduction is the universal amount you can deduct from your taxable income. You can either take the…

5 Clear Signs You Could Retire Tomorrow

February 1, 2022

News

Retirement Planning

Sometimes it’s hard to know when you’re truly “ready” to make a significant transition in your life. When it comes to retirement, it’s not like you have a big flashing sign that alerts you to when you have enough money, you feel emotionally prepared, and you’re excited about the next step. At this point, you…

What’s The Key To A Fulfilling Retirement? Here’s A Hint: It’s Not Money

December 1, 2021

News

Retirement Planning

Retirement is often a time when a lot of your personal goals come into focus. While it’s important to have the financial security to make the most of your retirement, money is only one aspect of achieving a fulfilling retirement. Perhaps even more important to a dream retirement is pursuing the things that are meaningful…

How To Confidently Transition From Saving To Spending In Retirement

August 1, 2021

News

Retirement Planning

While amassing a healthy nest egg to support your golden years is essential, once you’ve done it, one critical question remains: what happens next? For many years spending and saving have gone hand in hand—and while prepping for retirement, accumulating assets may have been your primary focus. Now that retirement is upon you, the tables…

What Insurance Do You Need As A Retiree? (And The Policies You Can Drop)

June 1, 2021

News

Insurance, Retirement Planning

Risk management is an essential component of your retirement plan. In retirement, you want to properly protect the assets that you’ve worked so hard to secure. Insurance is an important strategy for preserving your savings and protecting your wealth. From homeowners insurance to medical insurance and everything in between, insurance can help you to weather…

What’s an Annuity and Does it Fit Into Your Retirement Plan?

May 14, 2021

News

Annuity, Retirement Planning

Cash flow planning is often a significant challenge for many families throughout their careers and into retirement, and many retirees are understandably concerned about running out of money in their golden years. This leaves some retirees turning to annuities, which provide a fixed income stream for life. While annuities sound attractive on their face, no…

5 Simple Ways Retirees Can Invest Better Today

May 1, 2021

News

goal setting, Retirement Planning, Tax Planning

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…

How To Estimate Your Tax Bill In Retirement

April 7, 2021

News

Retirement Planning, taxes

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.…

Will Your Expenses Rise In Retirement?

March 1, 2021

News

Cash flow planning, lifestyle planning, Retirement Planning

Many retirees think that they’ll spend less in their golden years, but that’s often far from true. Retirement expenses like travel, healthcare, inflation, and taxes can all increase your monthly spending and wreak havoc on your budget. Without proper planning, you might end up spending more money than you should, which is why it’s…

Retirement Planning

Does The 4% Rule Still Hold True for Today’s Retirees?

7 Last-Minute Tax Tips Retirees Need To Know Before Filing Their 2021 Returns

5 Clear Signs You Could Retire Tomorrow

What’s The Key To A Fulfilling Retirement? Here’s A Hint: It’s Not Money

How To Confidently Transition From Saving To Spending In Retirement

What Insurance Do You Need As A Retiree? (And The Policies You Can Drop)

What’s an Annuity and Does it Fit Into Your Retirement Plan?

5 Simple Ways Retirees Can Invest Better Today

How To Estimate Your Tax Bill In Retirement

Will Your Expenses Rise In Retirement?

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