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Category: Retirement Planning

A Guide to Social Security for Seniors

The following information was originally prepared by Caring.com and is being shared with permission by Dorothy Scott, a community outreach advocate. If you’re nearing retirement, ...
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2024 IRS Annual Limit Changes

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation. This is accomplished by applying ...
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This is 50: Retirement Planning Questions for the Homestretch of Your Career

They say 50 is the new 40. People are living longer than ever. There was a time when your 50th birthday represented the beginning of ...
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2022 IRS Annual Limit Changes

By Chris Allen, CFP The IRS generally raises the income phaseout limits and contribution limits according to cost-of-living adjustments. The Consumer Price Index (CPI), arguably ...
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Is Your 401(k) Plan Underperforming?

Are you looking to improve the results of your retirement plan in the new year? If you are like many investors, your Roth accounts, IRAs ...
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The Biggest Surprises After Retirement – WSJ Readers Weigh In

Retirement can present a number of surprises. The Wall Street Journal article below is an interview of several readers where they were asked what surprised ...
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Retirement Blunders to Avoid

Market Timing and Diversification Rather than chasing last year’s best performing investments or speculating on the future performance of a limited number of securities, investors ...
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Minimizing Tax Burden After Retirement

As you get closer to retirement, odds are that you’ve been looking for every opportunity to reduce your tax burden in order to preserve your ...
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Medicare and Employer Coverage – Working Past Age 65

Almost 20 percent of Americans 65 and older are now working, according to the latest data from the U.S. Bureau of Labor Statistics. That seems ...
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Do You Have a Retirement Vision Statement?

If you’re like most Americans, you’ve probably dreamed about retirement your entire career. For many, retirement represents freedom. Retirement offers freedom from the time constraints ...
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