A Retirement Fact Sheet

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Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are […]

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A Roth IRA’s Many Benefits

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The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages.   The […]

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The Major Retirement Planning Mistakes

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Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.    Calling them “mistakes” may be a bit harsh, as not all of them […]

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2019 IRA Deadlines Are Approaching

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Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020, is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal […]

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Creating a Retirement Strategy

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Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or […]

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