Leaving an inheritance to a minor is not as easy as writing a name down on a form. Here’s what you need to think about if that is part of your future plans.
Category: Retirement
Can You Accurately Calculate How Much You’ll Need for Retirement?
The traditional numbers for retirement saving may be changing and you need to think about how that impacts you.
Social Security and Retirement of the Future
What role does Social Security play in your retirement planning?
New Year, Same Goals?
Now is a good time to make sure all your financial goals are set and your beneficiary info is updated.
Are You Ready for These 2023 Retirement Plan Changes?
SECURE 2.0 legislation has passed and been signed into law. Do you know what the key changes include?
Thinking of Downsizing in Retirement?
There’s a lot to think about when downsizing. Make sure you’ve done your research so that your downsizing goes smoothly and doesn’t become costly.
Things To Think About Before an IRA Conversion
Deciding whether to do a conversion of a traditional IRA to a Roth IRA is not as easy as it may seem. Here’s some of what you need to consider.
The Lump Sum Option
Taking a lump sum buyout or payout from a pension plan can be a huge decision. Here’s what you need to think about.
Could You Handle Inflation in Retirement?
Inflation is really hurting Americans right now–both retired and those saving for retirement. Are you ready for it?
Saving vs. Investing
Answer should be a combination of both.