Social Security Q&A
For most Americans, Social Security will be a foundational piece of their retirement income. How does it work and when should you take it? When
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Is It Time to Retire?
Eventually, almost every person asks the question, “Is it time to retire?” The real question is, “Are you prepared?” It’s quite common for people to
Knowing Your Retirement Tax Bracket
If you don’t know your current tax bracket and the basics of how tax brackets work, you could make major tax mistakes during retirement. Tax
5 Strategies to Avoid Probate
Probate can be expensive, time consuming, public, and frustrating for your heirs. Should you create a will? A trust? What is the difference? Is it
Social Security Spousal Benefits
Many married couples find navigating Social Security daunting, especially as it relates to understanding Social Security spousal benefits. Not only can you make Social Security
The 3 Ways Retirement Assets are Taxed
Many investors and retirees can be surprised and shocked by taxes in retirement. One of the foundational pieces for minimizing taxes during retirement is knowing
Understanding Sequence of Return Risk
As you draw closer to retirement, one of the greatest retirement dangers is sequence of return risk. Sequence of return risk is the hazard of
How to Reduce Retirement Anxiety
Do you have retirement anxiety? If you worry about retirement you aren’t alone. It’s quite common to have anxiety about running out of money, what
Moving from a 401(k) to an IRA
When you leave an employer or transition into retirement, an important financial decision is whether to leave your money in your 401(k) or roll it