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Tag: Retirement Planning

July 21, 2021

Choosing an Assisted Living Community

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

July 13, 2021
healthcare costs in retirement

Three Important Medicare Considerations – If Age 65 or Older and Still Working

In their mid-60s, many people need to make important decisions about Medicare and when to start claiming Social Security. Financial advisor Cal Brown takes a closer look at this issue and how it may affect you.

June 8, 2021
Vacation Home

Dynamics of Purchasing a Vacation Home in Retirement

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.

June 4, 2021
healthcare costs in retirement

How to Plan for Healthcare Costs in Retirement

According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.

May 27, 2021

Roth Conversions During the Current Low Tax Rate Environment

Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.

May 25, 2021
Retirement Readiness Questions to Answer Before you Retire

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.

May 17, 2021
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.

May 13, 2021
Answer the question Do I have enough?

Do I Have Enough?

What does having enough mean to you? Let’s examine some possible meanings and how you may want to explore all aspects of having enough. Though it can mean something different to everyone, the question is worth exploring.

April 23, 2021

Retirement Heaven or Hell: Decide What You Need and Want in Retirement [On Demand Webinar]

This on-demand webinar looks beyond retirement savings to help you design the post-career life that’s right for you.

February 10, 2021
Live Webinar

Your Retirement Victory Lap Webinar

People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?

February 1, 2021
Benefits of Being a Semi-Retired Professional

Planning a Semi-Retired Life

According to the U.S. Census Bureau and the Bureau of Labor Statistics, 13 million Americans age 65 and older will be in the labor force by 2024. Thanks to modern technology and the ability to work from home, you may have more options to be semi-retired. This blog post poses six questions to help you start planning.

January 26, 2021
Should You Buy Company Stock as Part of your 401(k

Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?

Does it make sense to buy company stock as part of your 401(k) plan? It may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy in his latest blog post.