Speakers: Kyle Whittington, CFP® and James B. Cornehlsen, CFA®
The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.
You may have heard about the status of Social Security in the news lately, much of which was presented as bad news. This was initiated because the Social Security Board of Trustees released their annual report to the public on Monday, April 22, 2019.
Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.
Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.
Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.