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When Retirement Is Like Football

Whether your team won or lost a few weeks ago, we can all agree that it’s no easy feat to make it to the big game at the end of the season. This game is the culmination of both teams practicing and strategizing all season long. Creating a game plan for football is a lot [...]

2021-03-05T17:36:20+00:00March 5th, 2021|Retirement Planning|

3 Ways the SECURE Act Could Affect Your Retirement

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) recently had its one-year anniversary. It was one of the biggest pieces of retirement legislation to be passed in many years, and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. It had several aims, from making [...]

2021-02-18T16:42:10+00:00February 15th, 2021|Retirement Planning|

Concerned About Taxes On Your Retirement Account?

You might expect your tax burden to decrease in retirement – after all, you’re no longer receiving a paycheck that incurs income tax, the payroll tax, and Medicare tax. However, your income in retirement could be significant, between investment income, rental properties, pensions, Social Security, and retirement account withdrawals. Starting at age 72, you likely [...]

2021-02-08T04:36:54+00:00February 8th, 2021|Retirement Planning, Taxes & Tax Strategies|

What’s In Store for Retirement Accounts in 2021?

In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see additional retirement legislation. For those who have saved diligently over the years, it’s important to know how to make [...]

2020-12-16T19:40:55+00:00December 16th, 2020|Retirement Planning|

Warming Up for Retirement

Almost everything we do has some type of a preparation process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is no different. This next period of your life requires some warming up – financially and otherwise. Preparation is everything [...]

2020-12-16T19:41:02+00:00December 12th, 2020|Retirement Planning|

Three Things to Scrap In Retirement

Successful people are ambitious and disciplined. They set big goals and focus on achieving them over the course of a long career or a lifetime. Many people also have high-flying goals for their personal life– run a marathon, hike Mt. Everest, etc. There are people who assume they’ll cross many of them off their bucket [...]

2020-12-16T19:41:12+00:00December 4th, 2020|Retirement Planning|

3 Trends to Keep an Eye On When Planning for Retirement

If you’re just trying to get through the present, you’re not alone. But, that doesn’t mean you can forget to look to the future and prepare for challenges you could face. There are indications that we could see higher taxes in the future, more market volatility, and continuing low interest rates. Here are three trends [...]

2020-12-16T19:41:55+00:00October 30th, 2020|Retirement Planning|

The 3 Biggest Concerns You Could Face In Retirement

When you think of retirement, you might think of the vacations you’ll go on and all the free time you’ll enjoy with friends and family. There’s so much to enjoy about retirement, but it also comes with its challenges. Some of the biggest concerns you could face in retirement could be market volatility, an increased [...]

2020-12-16T19:43:12+00:00October 1st, 2020|Retirement Planning|

Your Retirement Should Be What You Want It to Be

For decades you’ve done what’s expected of you – work hard for a living, take care of your loved ones, and often forgo putting yourself first. That all changes in retirement. Whether you’re traveling, volunteering, taking up new hobbies, or relaxing with friends and family, retirement is a time to unwind and do something you [...]

2020-12-16T19:43:29+00:00September 24th, 2020|lifestyle, Retirement Planning|
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