Planning matters

401(k) Rollover Considerations

A common question from our clients is what to do with an existing 401(k) account when changing jobs – leave it? Roll it? Convert it? Let’s look at 5 different ways you can handle the money you’ve accumulated in your employer-sponsored 401(k) plan after you no longer work there. 1. Leave it in your current…

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Infographic: Social Security Announces 2022 Adjustments

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Will Social Security Be There For Me?

When we talk with clients about planning for retirement, many express concern about the viability of the Social Security system. Some people feel compelled to start drawing at the earliest possible age to ensure they get some payback. Others request that we omit Social Security income in their retirement projections, despite years of payments into…

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Why You Might Want to Consider a “Side Gig” in Retirement

Are you getting tired of being retired? Or perhaps you are simply finding yourself with extra time in your day?  Whether retirement is in your near future or something you’re actively enjoying now, there are many benefits of not fully separating from the workforce. Of course, adding extra income to your discretionary spending allows you…

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What Are You Retiring To?

Have you imagined the first day you get to wake up and not worry about work or your career? Imagining this magical day, known as the “first day of retirement”, elicits all sorts of emotions for future retirees. Images of sleeping in, going on extended vacations, and spending time with family are some of the…

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