The IRS has adjusted the Life Expectancy Tables used by participants and beneficiaries of retirement plans. These changes impact...
Retirement Planning
Retirement Planning Takes More Than Money
Earlier this month, we focused on some financial pitfalls that can derail your retirement. This week, we look at some of the...
How To Avoid Pitfalls that Can Mar Your Retirement
After a lifetime of hard work, you are entitled to the retirement of your dreams. Don’t screw it up! Many people fail to lay the...
COLA Increase Announced for Social Security
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9...
‘Gap Retirements’ Divide Baby Boomer Couples
The retirement income levels for American are improving moderately but steadily from last year, according to data from the Employee...
Important Things to Know When Couples Plan for Retirement
Much has been written about the financial concerns couples face when they are about to retire. However, one of the most overlooked...
3 Actions That Help You Reap Big Rewards on Your 401(k)
Participating and contributing to a 401(k) plan at work provides you with a significant advantage over someone who is not eligible to...
Retirement Can Be Wonderful, But Also Stressful On a Relationship
Ah, retirement. For many of us, it’s been a dream for many years. Get out of the rat race. Stop commuting. No more office politics....
How to Pay for Retirement (Part Two)
How to pay for retirement is a crucial question that should be answered before your actual retirement date. Social Security income is...
How to Pay for Retirement (Part One)
When planning retirement, one of the most crucial but often overlooked questions that individuals neglect to think about is “how to...
Required Minimum Distributions for 2021
All good things must come to an end, and for now, the suspension of required minimum distributions (RMDs) from retirement accounts...
Reducing Income Taxes in Retirement
Everyone wants to make their money last longer once they retire. Earn more and spend less are two ways people think this can be done....