Financial Articles

The decisions you make surrounding when and how to retire can affect the rest of your life.

Planning your retirement feels like a big deal because it is. There's a lot of financial information out there to sift through too.

The emotions that can run through your mind and body upon stepping into retirement are far beyond anything you might have anticipated.

Utilizing old rules of thumb to determine how inflation could impact your retirement won't provide you with a realistic answer.

Taxation on retirement accounts is complicated enough, but when you add in ever-changing legislation rules, you might be left wondering how to protect your portfolio from Uncle Sam.

You have a huge opportunity right now in the way of Healthcare. Recent changes found within the American Rescue Plan might just save you a chunk of money on health insurance now, as well as in the future.

How much cash do you need to have readily available to sleep well at night? The answer is different for everyone, as well as the strategies available to maintain that liquidity.

A new rule in the SECURE Act could help you clarify just how much retirement income your 401(k) might produce in retirement, but it comes along with limitations.

Some say four percent, others say 3.5 percent and the list continues on. The debate over a safe withdrawal rate in retirement is ongoing. You don't want to leave too much on the table, but you also don't want to run out of money.

Stepping into retirement means going from one taxed income — To many taxable income streams that work together in replacing your paycheck. Understanding the different layers of these taxes is the first step to maximizing your tax efficiency, and keeping more of your hard-earned dollars.

Our team regularly receives inquiries about Bitcoin, and with good reason. Its growing popularity makes it appear as a star investment player for retirees, but before you include this cryptocurrency in your financial plan, make sure you know the facts.

You might have heard the term 'Tax Time Bomb' and its relation to your IRA, especially after the passage of the 2019 SECURE Act. If you're planning on leaving a legacy to loved ones in the way of your IRA, having control of how those lifelong savings are dispersed has become more complicated. Learn more about how utilizing a Charitable Remainder Trust (CRT) could help maximize the future inheritance for your heirs.