Retirement Planning
A common financial goal is to afford a comfortable retirement. But that takes planning. Retirement planning includes taking advantage of your saving and investing opportunities through the years, estimating your expenses in retirement, and preparing to have enough money to cover those costs for your lifetime.
What’s Next on Your Retiree Bucket List?
A CFP® professional can help you budget for your retiree bucket list. As you plan your retirement activities, it is worth considering that your Go-Go years are the time when you’ll have the most energy and resources to finish bucket list items.
The Latest
Retirement isn’t an “if” question, it is a “when” question. Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to take full advantage of the many benefits available for active-duty service members and veterans.
It is important to continue to meet with your financial planner well into retirement to ensure you are financially on track. Your financial plan will need routine maintenance and check ins.
As you get closer to retirement, there are several ways you can boost your retirement nest egg. Here are some options to consider helping maximize your savings as retirement nears.
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.
Traditional IRA vs. Roth IRA: What do I need to know to select the right one to match my family’s goals? People often ask me this question after they learn that I am a CERTIFIED FINANCIAL PLANNER™ professional. Let’s walk through the traditional vs. Roth IRA conversation.
As members of Generation Z enter the workforce, they should also start planning for retirement. Even though retirement is decades away, acting now can lead to better financial security throughout your entire life.
The COVID-19 Pandemic has clearly added a great deal of complexity to small business owners who wish to retire and monetize their life’s work.
For those filing a tax return for the first time, the key to creating a successful tax plan is gathering as much information as possible, including all relevant personal tax documents and the resources to put the return together mistake-free.
While some of you may have visions of sugar plums dancing in your head, at this time of year my dreams are all about year-end tax saving moves.
Financial apps and automated services are everywhere these days, promising to make life easier and help you make financial decisions. Here are some of the best electronic financial tools for retirees and how you should use them — as well as what’s best left to your human advisor.