Retirement Planning
- Retirement Planning
As we head into the final days of the 2022 tax year, there are a couple of items that you
- 1 min read
- Retirement Planning
The Internal Revenue Service (IRS) has raised the limits for retirement contributions, and some of these cost-of-living-based adjustments have reached
- 1 min read
- Retirement Planning
The Social Security Administration has announced its biggest cost-of-living adjustment (COLA) increase in the past 42 years. In 1981, we
- 1 min read
- Retirement Planning
With Medicare enrollment underway, here is an alternative to the original Medicare plan. In addition to signing up for Medicare
- 2 min read
- Retirement Planning
You may already know that waiting to claim Social Security benefits can result in higher monthly payments. However, there are
- 1 min read
- Retirement Planning
New retirees sometimes worry that they are spending too much, too soon. They will scale back on spending to mitigate
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- Retirement Planning
Some classic financial pitfalls have been known to affect retirees. Calling them “pitfalls” may be a bit harsh, as not
- 2 min read
- Retirement Planning
The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up
- 1 min read
- Retirement Planning
Let’s consider the following scenario of two individuals looking to buy similarly priced dream homes. One was going to deplete their retirement
- 2 min read
- Retirement Planning
Today’s changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved
- 1 min read
- Retirement Planning
A Required Minimum Distribution (RMD) is the amount of money required to be withdrawn from your retirement accounts (not including
- 2 min read
- Retirement Planning
Myth 1: 100 minus your age equals the percentage of stocks to keep in your portfolio. If you’re 40 years old,
- 1 min read