Our blog delivers monthly insights on retirement planning and practical financial guidance to support your long-term goals.
Deciding when the time is right to retire can be difficult, but thankfully there are some common benchmarks and indicators that can help you determine that yes, you’re finally ready...
A June 2023 Forbes article, The Price is Right: U.S. Inflation Hits Two-Year Low in May a combination of higher interest rates, easing supply chain challenges, and more restrictive credit has helped ease inflation...
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision...
As you head toward retirement and your excitement grows, don’t forget to consider your likely retirement expenses. An AARP article, 10 Biggest Expenses in Retirement has some interesting information about retirement expenses....
The mortgage industry has been on a roller coaster ride over the last couple of years. Interest rates for fixed-rate mortgage loans were at historical lows during the beginning of...
Expanding Early Withdrawal Exceptions! Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for a...
As you prepare for retirement, there are a number of things you can consider when making a budget. A U.S. News and World Report article, 10 Costs to Include in Your Retirement Budget offers...
Turning 65 Can Be A Momentous Birthday! An AARP article 5 Things You Need to Know About Finances When Turning 65 provides some potentially useful information about why turning 65 is such a big...
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance...
