Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
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.
COVID-19 Pandemic: Impact on Social Security
September 2, 2020School 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.
Required Rate of Return – The Key to Your Retirement
August 26, 2020School of Financial Wellness
Your Required Rate of Return [RRoR™] is a single metric, just one percentage value, that can be the ultimate guide to your retirement investing strategy.
What the CARES Act means for Required Minimum Distributions (RMD’s)
August 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.
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.
