Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
The Evolution of Retirement Savings Accounts
March 15, 2024School of Saving and Investing
Retirement accounts have changed drastically from the pensions of the late 19th century to the plethora of options available today.
I Can Retire NOW? A Case Study
March 1, 2024School of Financial Wellness
Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.
Key Financial Data 2024
January 3, 2024School of Financial Wellness
Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Does a Power of Attorney Impact Social Security and Medicare?
December 14, 2023School of Social Security & Medicare
A Power of Attorney handles your affairs if you are incapacitated, but important limitations apply to government benefits.
IRA Contribution Limits in 2024
November 30, 2023School of Saving and Investing
The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.
401(k) Contribution Limits in 2024
November 16, 2023School of Employer Plans
The IRS recently announced increases in the amount you and your employer can contribute to your 401(k) or similar plan in 2024.
How the Secure Act 2.0 Impacts Plan Sponsors
September 28, 2023School of Employer Plans
The Secure Act 2.0 included key changes for both defined benefit and defined contribution employer sponsored retirement plans.
Do You Qualify for Social Security Spousal Benefits?
September 7, 2023School of Social Security & Medicare
If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.
What are Required Minimum Distributions (RMD’s)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.