Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Retirement Accounts: A Comprehensive Guide
July 1, 2021School of Saving and Investing
There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
The 10 Worst States for Retirement
February 26, 2021School of Financial Wellness
Planning the location where you retire can be as impactful to your retirement plan as the amount of money that you have saved.
COVID-19 Pandemic: Impact on Social Security
School of Social Security & Medicare
The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.
The 10 Best States for Retirement
February 5, 2021School of Financial Wellness
Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.
Retirement Planning Resource Guide
January 14, 2021School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School of Financial Wellness
2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.
Year-End Financial Checklist
December 18, 2020School of Financial Wellness
With 2020 coming to an end, it is time to revisit your financial plan and evaluate your options to minimize your tax burden.
Medicare – Are You Paying Too Much Premium?
October 6, 2020School of Social Security & Medicare
Pat Burris, CFP® discusses Medicare and the steps you need to take to ensure you aren’t paying too much premium for your Medicare coverage.
