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Image for Retirement Plan Options for the Small Business Owner

Sep 28, 2020

Retirement Plan Options for the Small Business Owner

Running a small business can be extremely difficult. Choosing the right retirement plan can be just as complicated. These retirement plans will allow for the deductibility of any employer contributions you make on the employees' behalf.

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Feb 10, 2020

Self-directed IRA: A Different Way to Invest

Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.

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Oct 28, 2019

Retiring at 50: The Keys to Early Retirement

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

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Oct 14, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

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Jun 17, 2019

Are You Sacrificing Your Retirement for Your Adult Kids?

Any parent knows how difficult it can be to watch your children struggle, and the urge to step in and help out financially can be a strong one. But it turns out you could be doing more harm than good, especially when it comes to your own finances. Be sure you’re funding your own needs, such as retirement and savings accounts, before you open your wallet to your children.

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Jun 3, 2019

Maximizing Your Pension Payout Options

Pensions are quickly becoming a thing of the past, but if you still have one it’s important to understand your payout options once you retire. We explore the pros and cons of both options so you can make an informed decision.

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May 15, 2019

Retirement… How to SPEND It

Retirement party – check. Packing up your office – check. Saying goodbye to your colleagues – check. So now what? Many people might answer “Visit the grandkids, travel, and do all the things I didn’t have time to do when I worked.” But what will your daily life look like in retirement? It’s just as important to plan your daily activities as it is those special times you’ll spend during your golden years, so be sure it’s part of your overall retirement plan.

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Nov 3, 2018

What’s Your Retirement Vision?

Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?

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Aug 20, 2018

Social Security Benefits for Your Spouse

As if Social Security isn’t confusing enough at times, Social Security spouse benefits can present a whole new set of challenges: When do you claim? Should you claim your benefits or your spouse’s benefits? How much of your spouse’s benefits can you claim? We’ve laid out several different scenarios to help guide you through what can seem like a labyrinth at times.

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May 21, 2018

Retirement Communities: What’s the Appeal?

If you’re retired or planning to be soon, a Continuing Care Retirement Community might be a good option for you. Continued independence with the added bonus of on-site medical care, maintenance-free living and amenities galore can be a draw for many retirees. But it’s important to understand your options and the associated cost – all those amenities can come with a hefty price tag! Be sure you understand your options: Read on for all the details.

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May 14, 2018

Self-Employed: Go Solo with a 401(k)

Are you self-employed and saving for retirement? Are you sure you’re getting the most bang for your buck with the retirement vehicle you’ve chosen? If you meet certain requirements, a Solo 401(k) could be right for you – allowing you to save more for your future retirement and receive a larger income tax deduction today! Read on to discover the benefits a Solo 401(k) could bring to you now and in the future.

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Mar 26, 2018

Retirement Distributions: The Exception to the Rule

Would you like to retire early? Want to take funds from your retirement accounts early to help make ends meet until your Social Security or pension kicks in? You can – provided you meet the criteria and follow all the rules! We have you covered with all the details!

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Jan 8, 2018

Game-Changing Financial Resolutions for 2018

What is your financial resolution for 2018? Our advice, start with: Reducing your credit card debt; Building an emergency fund; and Increasing your retirement savings.

Image for Retirement Calculators:  Accurate or Not?

Mar 7, 2016

Retirement Calculators: Accurate or Not?

A recent study puts into question the outcomes of retirement calculators. “Misleading”, “over-optimistic”, and “little help to consumers” are conclusions reached by researchers for the majority of online calculators tested.

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