Retirement Account Management and the Tax Question

Navigating the intricacies of retirement accounts can often feel like charting unfamiliar territory. Whether you're adjusting your investment portfolio or considering contributions and withdrawals, understanding the tax implications is crucial to maximizing your retirement [...]

Post-Tax Season Tips for Pre-Retirees

Tax season is behind us, but for pre-retirees—those within 10-15 years of retirement—this is the perfect time to reassess financial strategies. The decisions you make now can significantly impact your retirement lifestyle, taxes, and [...]

Why Tariffs (and Even the Threat of Them) Swing the Market

You’ve probably heard the word “tariff” tossed around in financial headlines lately—but what does it really mean for your investments? At first glance, tariffs might seem like just another policy tool or political talking [...]

2025-05-12T15:58:40+00:00May 12, 2025|Blogs, Economy, Government, Stock Market|

Weathering the Storm: How Market Volatility Impacts Retirement & What You Can Do About It

Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and looked forward to enjoying their golden years. But then came a market downturn. Suddenly, [...]

2025-05-05T14:29:25+00:00May 5, 2025|Blogs, Economy, Investing, Stock Market|

Is It Time to Refresh Your Annuity? Here’s Why You Might Consider It

Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is ever-evolving, and what worked a few years ago might not be the best fit [...]

2025-04-21T17:25:31+00:00April 21, 2025|Blogs, Financial Planning, Investing, Retirement Planning|

Is a Roth IRA Conversion in Your Future?

Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows [...]

6 Tips for Building a Retirement Budget

Building a retirement budget is critical to working toward an independent and relaxing life after leaving the workforce. Creating this budget can positively impact one's lifestyle, provide confidence and control over one's money, and [...]

2025-04-07T02:03:59+00:00April 7, 2025|Blogs, Financial Planning, Retirement Planning|

3 General Financial Myths That Could Still Cost You in Retirement

In 4 Retirement Planning Myths That Could Cost You, we tackled some of the most common financial myths that could be costing you money. In this article, we’re going to debunk three more myths [...]

2025-03-31T14:35:31+00:00March 31, 2025|Blogs, Retirement Planning|

4 Retirement Planning Myths That Could Cost You

What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. [...]

2025-03-21T08:38:46+00:00March 24, 2025|Blogs, Retirement Planning|
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