Tag: Retirement Planning

Senate Narrowly Passes Major Tax Overhaul: Here’s What It Means for You
Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Independence Day Habits for Your Children and Grandchildren
As we celebrate July 4th, it’s a fitting time to reflect on a different kind of independence — the personal freedom that comes from self-reliance and financial confidence.

The Long-Term Power of Starting Early in a 401(k)
Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

Countdown to Retirement
Retirement is a well-deserved reward for a lifetime of hard work. But before you can fully embrace those golden years, some crucial planning is necessary. Here’s a roadmap to consider as you embark on this exciting new chapter.

Key Milestones on Your Road to Retirement [On-Demand Webinar]
Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.

Are You Ready to Retire? Watch for These Clues
Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Maximize Financial Potential: Retirement Planning for Entrepreneurs
Many entrepreneurs don’t follow a traditional retirement path—especially when most of their wealth sits inside the business. Instead of relying on a 401(k) or pension, business owners face more variables. But proper planning can help turn your decades of work into long-term financial security.

Planning a Semi-Retired Life
The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

The Surprising Truth About Spending: How to Use Your Wealth to Boost Happiness
The idea of “spending more” isn’t a departure from wise planning—it’s the natural evolution of it. You’ve worked hard to build your wealth.

Retirement Prep 101: Reviewing Your Social Security Benefits
Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

Top 5 Mistakes to Avoid in Retirement Account Planning
What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.

Should You Consolidate Your Retirement Accounts?
Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.