Topic: Retirement Planning
5 Important Steps to Retirement Planning
July 23, 2020School of Financial Wellness
Retirement planning is a complex process, but there are some basics. These 5 steps will get you on the right track to planning for your retirement goals.
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.
What the CARES Act means for Required Minimum Distributions (RMD’s)
April 13, 2020School of Financial Wellness
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.
What are Required Minimum Distributions (RMD’s)?
School of Financial Wellness
Required Minimum Distributions (RMD’s) are minimum withdrawals that must be made once a retirement account holder passes a certain age.
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.
How Much Will You Spend on Medical Expenses in Retirement?
September 18, 2019School of Financial Wellness
Out of pocket medical expenses in retirement have been estimated by the EBRI to be in excess of $350,000 for many couples, a shocking figure for most.
Common Retirement Planning Questions
July 19, 2019School of Financial Wellness
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.
