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Steer clear of these four retirement planning mistakes
Retirement can be a fulfilling time in people’s lives, but it can also be a stressful one. In Maurie Backman’s article, she reviews four retirement planning mistakes you probably don’t even realize you’re making and how to avoid them at…
Property tax deferrals could free up additional retirement income
Many retirees are struggling, amid longer life expectancy, high healthcare costs and low interest rates, to live on their retirement income. Some retirees are turning to property tax deferrals, whereby you put off paying the taxes on your home, are…
Pros and cons of a Roth conversion
You have probably heard about the option to convert your traditional IRAs or retirement plans into a Roth account, but do you know what that entails? The attached article explains when this strategy makes sense to employ. If you think…
The Windfall Elimination Provision
Many people assume the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) were put in place to prevent people from “double dipping.” It may have been one of the reasons, but it’s not the main reason. The attached…
The retirement dilemma still hasn’t been solved
According to a professor of economics at the New School of Social Research, “people who were doing well before the financial crisis recovered faster and recovered more successfully.” However, some individuals are still left picking up the pieces after the…
Don’t make bad choices when it comes to retirement
Too many people make bad choices when it comes to retirement; a handful of decisions can make the difference between saving enough for a long retirement or coming up short. So, how can we make better decisions for retirement planning?…
Executive order aimed at strengthening retirement security in America
On August 31st, President Trump issued an executive order aimed at strengthening retirement security. The executive order directs the Department of Labor and the Department of Treasury to encourage the adoption of multiple employer plans (MEPs), which allow small employers…
Take time now to prepare yourself for Medicare open enrollment
Medicare open enrollment starts October 15th but it’s not too early to prepare yourself for the choices you’ll have once open enrollment begins. The attached article offers some basic information about how Medicare open enrollment works, along with some tips to…
Could a sitcom from the 1980s hold the key to a happier retirement?
Could the sitcom from the 1980s be the key to a happier and healthier retirement? The Golden Girls was about four older ladies who lived together to support each other emotionally and financially in retirement. Read how living with friends…
Questions you need to ask before you retire
Financial wellness studies consistently reveal that retirement is a top financial priority; however, there is often a disconnect between “desired” retirement dates and the actual realistic target date for retirement. Perhaps there are other more important questions that should garner…