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Retirement Income
When you stop working, you need to switch gears from saving for retirement to determining how to cover your expenses with your retirement income, which may include Social Security, savings, a pension or annuity. Financial planning is important at this stage because you don’t want to outlive your savings.
SECURE 2 0 Act What Workers Need to Know About Retirement Savings
The SECURE Act 2.0 was designed to make saving for retirement easier. This new law is intended to make saving for retirement even easier than before. While not all the changes take effect immediately, the law is designed to encourage workers retirement savings and facilitate access to withdrawals from retirement savings plans.
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Budgeting During Retirement
Congratulations, on making it to retirement! Now you have the time that you always wanted to do whatever you choose and focus on what brings you happiness. But the way your retirement looks to you at the beginning is not how it will look over time. Your retirement will evolve in phases as your priorities change.
Social Security and Payroll Taxes, What You Need to Know Today
Here are the top 10 things you need to know about Social Security retirement income benefits and the payroll tax deductions.
Required Minimum Distribution - How to Plan Smart
Work with a CFP® professional to develop a financial roadmap that helps you plan for required minimum distributions from retirement accounts.
Cash Flow Management in Retirement: Make Your Money Last
Cash flow management is key in retirement. Understanding the fundamentals of cash flow management in retirement will help make your money last.
Financial Resolutions for Retirees
Here are some great time-spending resolutions for retirees that can add to, rather than subtract from, your financial security.
Claiming Social Security Benefits Think Before You Click
Before claiming your Social Security benefit, carefully analyze how the timing of your benefit claim could affect your retirement income in the long run.
A Retirement Guide for Her
Budgeting, risk management and investing decisions allow women to overcome disadvantages they face in retirement, and helps them achieve financial security.
10 Things to Know About Retirement
CFP® professionals share their thoughts on what they wish consumers knew about planning for retirement.
5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income
A CFP® professional can you help you prepare for retirement and protect your financial plan through economic volatility.
How to Recession-Proof Your Retirement Income Plan
Work with a CFP® professional to build your savings, pay off debt and optimize your finances to recession-proof your retirement income plan.