Spend That Dollar Today!
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Is it okay to spend my life savings?
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Be Your Own Investing Cheerleader
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If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreQuick Little Trick for Calculating Social Security
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If you are thinking about taking Social Security early, here is a quick little trick to help you figure out how much your future checks will be reduced by.
Read MoreWithdrawing From Your Retirement Account Before Age 59½ Without Paying A Penalty
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Retirement accounts are not intended to be used as an emergency fund, but with the pandemic and recession already lasting 5 months, many emergency funds have been depleted.
Read MoreCARES Act Suspends Required Minimum Distributions for 2020
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The new CARES Act that was just signed into law provides a large number of aid provisions, including one that will help retirees and holders of inherited retirement accounts to lower their 2020 tax bills.
Read MoreWhat one hand giveth, the other taketh away
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What does the Secure Act mean for retirement savers?
Read MoreThe 5 Most Notable Changes in the SECURE Act 2019
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There is a lot to know about the changes the SECURE Act of 2019 brings, so we have compiled a list of the five most noteworthy items we think you should know about.
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To Roth or Not to Roth
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Investors have many different options when it comes to saving for retirement. One of the best options for the Millennial generation is the Roth IRA. Margaret outlines eight interesting facts about Roth IRAs so you can decide which type of retirement account is best for you.
Read MoreSitting in the Shade
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Understanding the concept of compound interest and the importance of starting retirement savings as soon as possible.
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Show Me The Money!
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Do you like to shop with coupons, wait for sales, and rack up rewards at stores you frequent? Then maybe using the Restricted Application strategy is for you.
Read MoreWhat If Vacations Never Ended?
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Summer is coming to an end. How do you plan for a permanent vacation?
Read MoreQualified Charitable Distribution for Taxpayers Over 70 ½
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A Qualified Charitable Distribution (QCD) is a direct transfer from your retirement account to a qualified charity. The benefit is that the distribution is not added to your taxable income.
Read MoreScarier than Ghosts
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What is your biggest fear? For some it may be leaving everything they’ve worked towards their entire life up to chance once they have passed away. If you’re reading this, you still have a chance to make sure that doesn’t happen.
Read MoreSanta Claus and Your Retirement
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This is my third year of beekeeping and the first year my hives have had excess honey that I could bottle and sell. So last month I extracted honey and put a “Local Honey For Sale” sign at the end of my driveway.
Read MoreThe Skinny on Annuity Withdrawal Options
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Once you’re 59½, you’re allowed to turn on the spicket to start receiving money from your annuity without a penalty.
Read MoreWhat Keeps You Up at Night?
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Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are there are questions listed below that will help us address some of the issues that may worry you.
Read MoreDelayed Gratification
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Do you recall the Stanford marshmallow experiment on delayed gratification? They would ask a child to sit at a table and wait to eat the marshmallow that sat in front of them.
Read MoreWhat are a Retiree's Largest Expenses?
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Although everyone’s finances are different, expenses in retirement are top-of-mind for all as the time draws near.
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