Planning matters

What to Think About for Retirement if You are Single

Whether you are newly divorced, lost a partner, or have been on your own for a while you will want to revisit your retirement planning strategy to ensure it is in line with your current and future financial goals.  Retirement planning as a single person has its advantages – it is less complex and you…

Read More

Think Before Tapping 401(k) as Emergency Fund

Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences. But should you do it? Let’s take a look… Background Among other changes in the…

Read More

Required Minimum Distribution Video

One of the more common questions we get from new clients is why they need to provide a copy of their tax return. To our eye, your tax return is a guide and overview of income, investments, assets, and expenses. By reviewing your tax return, we gain insight that helps us strategize efficient ways to…

Read More

5 Ways Your Retirement is About to Become More SECURE

As 2019 drew to a close, a bill was passed and signed into law that included some big changes for retirement savers. Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement), it includes 29 provisions to increase access to tax-advantaged accounts and help prevent older Americans from outliving their assets. With any…

Read More

4 Reasons You May Want to Relocate in Retirement

Many people retire in the same place they lived during their working years. If the city or town you lived in throughout your career is filled with family, friends, and quality of life (awesome weather, great food, the arts, etc) then you may want to stay put during your golden years. However, relocating in retirement…

Read More