retirement

Taxes In Retirement Blog

What Taxes Do You Pay In Retirement Accounts?

  News
  retirement, taxes
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…
Read More
Case_For_Downsizing_Blog

The Case for Downsizing

  News
  housing, retirement
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…
Read More
Take Your Retirement Budget For a Test Drive

Take Your Retirement Budget For a Test Drive

  News
  budget, retirement
So many people underestimate the amount of money they will need to maintain the lifestyle they want when they retire. Most of the practices we employ for retirement savings are based in the hypothetical: budgets, spreadsheets, and goals. Why not make the intangible tangible by testing out your retirement budget to see how it works.…
Read More
What To Do With Your 401(k) When You Leave A Job

What To Do With Your 401(k) When You Leave A Job

  News
  401k, retirement
You are ready for a new adventure, Congratulations! Leaving an old job can be a freeing experience because it opens you up to another chapter of your journey. It can also be incredibly unsettling, leaving you to find a new routine, balance, and structure. Leaving a job comes with many difficult steps: packing, moving, budgeting,…
Read More
How Much Money Do You Need to Retire?

How Much Money Do You Need to Retire?

  News
  retirement, savings
Curating the best savings strategies for retirement is on the mind of every financial planner, and the people they consult. Regardless of specialty, almost every financial planner hears one common question: how much money do I need to retire? While it is impossible to nail down a concrete number due to each person’s unique financial…
Read More
Creating a Retirement Budget

Creating a Retirement Budget

  News
  budget, retirement
It’s rare to find someone who enjoys putting together a budget. For most people, it’s at the very least a pain, and at the most it’s a frustrating and somewhat emotional or embarrassing experience. Others feel overwhelmed because they’ve struggled to stick to a budget in the past. Planning a budget for retirement has additional…
Read More
Setting New Goals as a Retiree

Setting New Goals as a Retiree

  News
  financial planning, goals, retirement
Entering retirement can be a daunting time. If you’re like the majority of Americans, you’ve spent your entire life up until this point working toward a set of goals that revolved around your career. You’ve worked for promotions, bonuses, and pay increases. You’ve scheduled your family time around your work calendar, and your days have…
Read More

Archives