Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
5 Important Steps to Retirement Planning
December 22, 2022School of Financial Wellness
Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.
401(k) Contribution Limits in 2023
December 9, 2022School of Saving and Investing
Next year, the maximum 401(k) contribution will increase. Incorporate this change into your retirement plan as soon as possible.
What You Need to Know About Student Loan Forgiveness
November 11, 2022School of Financial Wellness
The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.
2023 Social Security Cost of Living Adjustment [COLA] Announced
October 13, 2022School of Social Security & Medicare
The 2023 Social Security Cost of Living Adjustment [COLA] has been released. The increase is the largest since 1981.
Why You Should Review Your Medicare Policy Annually
October 6, 2022School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.
Alabama Retirees Could See Lower State Taxes in 2023
September 16, 2022School of Saving and Investing
The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.
Medicare to Negotiate Prescription Drug Prices
September 1, 2022School of Social Security & Medicare
The Inflation Reduction Act of 2022 includes a provision allowing Medicare to negotiate the prices of certain prescription drugs.
Preparing Your Portfolio for Retirement
August 18, 2022School of Financial Wellness
Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.
How Much Income Does Social Security Replace?
August 11, 2022School of Social Security & Medicare
Savers often overestimate the impact of Social Security on their retirement plan. This mistake can lead to an underfunded retirement.