Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
How Employers Can Use the PBGC’s Missing Participant Program
May 2, 2024School of Employer Plans
The PBGC’s Missing Participant Program allows employers to ensure previous employees receive their retirement benefits.
The 10 Worst States for Retirement
March 28, 2024School of Financial Wellness
The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.
The 10 Best States for Retirement in 2024
March 21, 2024School 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.
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.