Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
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.
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.
Retiring in Bear Market
August 5, 2022School of Saving and Investing
Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.
Social Security Offices Are Open, But Expect Delays
May 20, 2022School of Social Security & Medicare
Social Security field offices have reopened to the public, but many have reported delays with service and application processing.
What Type of Business Retirement Plan to Offer
January 27, 2022School of Employer Plans
Choose a business retirement plan that maximizes savings potential and minimizes time and money spent maintaining the plan.