Retirement Planning
Why You Should Get a Social Security Benefit Statement
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
Tips for Late-Start Retirement Planning
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
A Few Reasons Early Retirement Planning Is Important
What is retirement planning? Basically, it’s a process of determining how much money you’ll need in retirement and the steps to make that happen.
5 Risk Factors That Can Affect Your Retirement Income
You’ve saved your entire working life in an effort to afford the retirement you want. Whether you are on the cusp of retirement, or you have years to go, understanding five risk factors that can affect your retirement income is essential.
Retirement Income Plan: What Are You Saving For in Retirement?
In the past, we have written blog posts on when you should start planning for retirement, how much money you will need in retirement, ways to gauge your saving for retirement, and creating a plan to manage your income in retirement. But have you ever taken the time to figure out, “What Are You Saving for in Retirement?”
When Should I Start Planning For Retirement
When you’re in your 20s, 30s, or even your 40s, retirement seems so far away. Planning for it may not be at the top of your “To-Do” list. But when should you start planning for retirement? Now is the best time! It’s never too early to start planning for retirement, and the earlier you start, the easier it may be.
Recent Posts
Why You Should Get a Social Security Benefit Statement
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
How to Reduce Debt Quickly
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
Why You Should Consider Sending Your RMD Straight to Charity
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Tips for Late-Start Retirement Planning
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
Self-Employed Professionals Can Save Big on Taxes
Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.
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