Tag: Retirement Planning
Selecting a Withdrawal Rate for the Long Run
You may be wondering how to re-create a paycheck during retirement. Financial advisor Casey Christianson suggests you take a lesson from endurance runners when preparing for life’s next chapter.
Benefits of Lump-Sum Pension Options
Financial advisor Chris Ruedi wrote the article “Benefits of Lump-Sum Pension Options,” for the Pantagraph. The article outlines some of the benefits of a lump-sum option such as low interest rates, increased control over the funds, and extending benefits to future generations.
Enroll in Medicare at 65 and Consider Delaying Social Security
Financial advisor Kevin Kingston discusses the importance of enrolling in Medicare in a timely manner in this article for the Pantagraph. The article also examines the benefits for waiting to enroll in Social Security.
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.
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.
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.
The New Retirement Mentality Post COVID Q&A
The Coronavirus is affecting many areas of our lives – even when it comes to preparing for, transitioning into, or living in retirement. What’s the new retirement reality post COVID? We answered your questions in an interactive Q&A webinar.
2019 Taxes – What We Learned, What We Recommend
Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize […]
Three Important Medicare Considerations – If Age 65 Or Older And Still Working
Decisions about claiming Social Security, enrolling in Medicare, and contributing to HSA plans are all interwoven. There can be major penalties that come into play if you aren’t prepared and end up missing important deadlines, or making the wrong decisions. Some of these penalties are substantial and can remain in effect for the rest of your life.