Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
6 Simple Oversights That Can Ruin Your Retirement Plan
October 8, 2021School of Saving and Investing
Saving for retirement is crucial for most Americans to enjoy their twilight years, but these 6 mistakes can ruin your retirement plan.
How Inflation Impacts Your Retirement Plan
August 12, 2021School of Financial Wellness
Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
COVID-19 Pandemic: Impact on Social Security
February 26, 2021School 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.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School 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.
Medicare – Are You Paying Too Much Premium?
October 6, 2020School 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.
Required Rate of Return – The Key to Your Retirement
August 26, 2020School 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.
What the CARES Act means for Required Minimum Distributions (RMD’s)
August 13, 2020School of Saving and Investing
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.
How Much Do I Need to Retire?
July 7, 2020School of Financial Wellness
There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.