Topic: Retirement Planning

The pages and articles you find here pertain to planning a successful retirement.

A desk with a calculator, glasses, money and 3 blocks with IRA, 401k and ROTH written on them. These are meant to represent a guide to the many different kinds of retirement plans.
Retirement Accounts: A Comprehensive Guide

School 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.

Image of an employment status form, with the box for retirement checked and the words enjoying life written in the occupation box.
Money Management During Retirement

School of Financial Wellness

Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement

School 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.

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
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

School 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 Guide’ written on a stack of papers with a human hand holding a pen – meant to represent a retirement planning resource guide
Retirement Planning Resource Guide

School of Financial Wellness

Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.

Lightbulbs and a notebook with do and don’t written on it.
Financial Dos and Don’ts During a Pandemic

School 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 provided by Meld University – series of checkboxes and a pen with Meld University Logo
Year-End Financial Checklist

School 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.

A traffic sign with “Medicare Just Ahead” written on it meant to indicate Medicare Planning
Medicare – Are You Paying Too Much Premium?

School 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.