The Retirement Reality Check
Little things to keep in mind for life after work. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss
Are You Retiring Within the Next 5 Years?
What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.
How Market Cycles Can Impact Retirements
Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression
Roth IRA Conversions
What are your choices? What are the benefits? If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA might be
States Are Requiring Retirement Plans
Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no
Retirement Preparation Mistakes
Why are they made again and again? Download our free eBook, 6 Rules for Investing. Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from
Updated Premiums and Deductibles for Medicare
Higher than normal. Medicare’s premiums and deductibles have seen a larger-than-expected rise this year. For example, Medicare Part B monthly premiums have risen to $170.10, a 14.5% increase. The deductible for Part B rose
RMDs Get a Small Reprieve
2022 brings new life expectancy tables. For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts
2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,