Topic: Retirement Planning

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

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.

A stack of paper containing charts with a calculator pen and keyboard – indicating calculation of Required Rate of Return (RRoR™)
Required Rate of Return – The Key to Your Retirement

School 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.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School 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.