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Tag: Retiree

September 2, 2020
Retirement Readiness

Are You Ready for Retirement?

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

September 2, 2020
Uncle Sam in Retirement

Uncle Sam: Your Partner in Retirement

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

September 2, 2020
3 Minutes to Assess Your Overall Financial Health

3 Minutes to Assess Your Overall Financial Health

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

August 25, 2020
involuntary retirement

Five Important Considerations of Involuntary Retirement

Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.

August 6, 2020
victory lap career

Leveraging Your Intellectual Capital in Victory Lap Retirement

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

June 27, 2020
Your team of professionals should review your trust documents, net worth, and IRA/qualified account balances and revisit the design of your overall estate plan so you can weigh the tax costs of leaving IRAs in trust against your asset protection goals. The SECURE Act changes the way people inherit money so you should keep a pulse on how your estate plan is affected.

The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?

Provisions in the SECURE Act may affect your estate plan. Dominick Parillo takes a closer look at the specifics regarding inherited IRA accounts.

May 18, 2020
Green Bills

I Needed Cash and Claimed My Social Security Benefits Early – Now What?

Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my […]

April 27, 2020
paper with words rmd required minimum distributions

2020: The Year Required Distributions Aren’t Required

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 […]

White Papers
March 11, 2019

Evidence-Based Investing

Our Evidence-Based Investing white paper exposes the many shortcomings of some investing approaches and illustrates how to maximize after-tax returns while minimizing risk and protecting portfolios from market downturns.