Topic: Retirement Planning
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.
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 are Required Minimum Distributions (RMD’s)?
April 13, 2020School 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.
