Kyle Whittington, CFP®
Required Rate of Return – The Key to Your Retirement
August 26, 2020School of Financial Wellness
Your Required Rate of Return [RRoR™] is a single metric, just one percentage value, that can be the ultimate guide to your retirement investing strategy.
What the CARES Act means for Required Minimum Distributions (RMD’s)
August 13, 2020School of Saving and Investing
The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.
COVID-19 Update from Meld University
July 21, 2020School of Financial Wellness
The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?
How Much Do I Need to Retire?
July 7, 2020School of Financial Wellness
There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.
How the CARES Act Impacts Retirement Plan Rollover Rules
June 25, 2020School of Financial Wellness
Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.
Coronavirus (Covid-19) and Your Investments
March 2, 2020School of Financial Wellness
The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.
Mentally Preparing for Retirement
October 18, 2019School of Financial Wellness
When planning for retirement you often think of the necessary financial resources. On the other hand, few have considered the mental challenges.
Retirement Planning Pitfalls
October 11, 2019School of Financial Wellness
We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.
Annuities: The Basics, and the 2 Biggest Myths
August 24, 2019School of Saving and Investing
Annuities have gotten a great deal of attention in the media lately. In this article we examine the basics and the 2 biggest myths surrounding investing in annuities.