Planning matters

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…

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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…

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Will there be any Social Security funds left by the time I retire?

Chances are you’ve run across this question either in your own mind or hearing someone else voice this concern. Here are a few facts to help answer this question. Social Security is not going bankrupt Currently Social Security funds are near an all-time high. For decades, Social Security has collected more money than it paid…

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Why is There a Tax Form in My Mailbox?

It’s June. Your tax return was filed several months ago. You thought you were done dealing with taxes until next year. Then IRS Form 5498 shows up in your mailbox. Now what?

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What’s the “Magic Number”?

Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!

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