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Retirement Planning Archives

Market Insights and Retirement Planning

Defense Wins Retirement. How To Shift Your Strategy from Growth to Income

Speakers: Kyle Whittington, CFP® and James B. Cornehlsen, CFA®

How much money do I need to retire?

How Much Do I Need to Retire?

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.

Social Security Administration Logo

How Unhealthy is Social Security?

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.

A guide to maintaining your financial health

Your 2-minute guide to a full financial checkup

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™

Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

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.

Your guide to helpful financial data for 2019

Key Financial Data for 2019

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.

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