Current News
Preparing For a Reduction
A recent article tells us “People retiring in the next few decades should only count on withdrawing 3.3% of their savings a year, down from …
Adjusting For 2022 Tax Rules
Soon it will be time to file your 2021 taxes. But did you realize that the 2022 tax rules will “differ substantially from 2021”? Your …
Developing a Retirement Income Strategy
When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it. …
Are you Ready to Retire?
If you’re able to easily determine your own retirement date, be thankful that circumstances haven’t led to that date having to change. Also, be aware …
Financial Independence, Retire Early
Do you know what FIRE is? FIRE, in financial terms, stands for “Financial Independence, Retire Early.” The goal of FIRE is to save or invest …
Will You Have to Retire Early?
“More than a quarter of all workers say COVID has prompted them to move up their retirement date,” finds a survey released in February, by …
Financial Literacy
Many consumers have little understanding of the long-term problems that poor financial decisions can create. One of the key reasons that many Americans struggle with …
How Much Is Enough?
Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.” Clearly $0 in retirement …
How Well Did You Adapt?
We can all agree that the pandemic created many unexpected events in each of our lives, and we’ve all had to figure out how to …