retirement

Retired couple holding hands

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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QCD Blog

Why QCDs Are The Best Donation Strategy In Retirement

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Charitable giving is an important component of many people’s lives. The 2018 Tax Cuts and Jobs Act changed the way many people approach their giving strategy. With the standard deduction doubling to $12,000 for single filers and $24,000 for married filers, many families were unable to itemize their deductions, leaving avid donors looking for a…
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What is Diversification and Why It Matters

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Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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Education in Retirement

How To Continue Your Education In Retirement

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According to the National Center for Education Statistics, in 2018, 7.6 million students attending colleges and universities were over the age of 25. This number goes to show the prevalence of non-traditional college paths. With so many people attending college later in life, why shouldn’t you take up a course or two in retirement? Continuing…
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Taxes In Retirement Blog

What Taxes Do You Pay In Retirement Accounts?

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Retirement planning includes formulating a strategy for how your retirement income will be taxed. Retirement income can be taken from many sources that have different tax implications.   A tax efficient withdrawal strategy helps maximize your retirement income. Types of Tax Before we look at the accounts themselves, it is important to have an understanding of…
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Case_For_Downsizing_Blog

The Case for Downsizing

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As you near retirement you will be required to make many important and sometimes irrevocable choices. Retirement housing decisions are among the most important. Should you payoff your mortgage prior to retirement?  What are you going to do with your home once you retire? Is it wise to stay in your house, or would you…
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