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.

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.

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 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.

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 next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?” […]