Tag: Retirement Planning
Fed Interest Rate Increases Could Reduce Lump-Sum Pension Payments
If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.
Heading Back to School as a Retiree
More retirees are heading back to the classroom to pursue a degree, master a new skill, or learn more about their favorite subject. There are many options to choose from and most offer reduced tuition for seniors.
What We Can Learn from Tom Brady’s Retirement
We don’t personally know Tom Brady or what his retirement goals are. But based on what has been in the media, he’s probably experiencing some of the same things the rest of us do when contemplating a major next step in our lives.
The Ideal Estate Plan for Retirees [On-Demand Webinar]
Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.
Maximizing Your Social Security Benefits [On-Demand Webinar]
Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.
Transitioning into Retirement in the New Year [On-Demand Webinar]
Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?
At a Career Crossroads? 5 Financial Moves to Make Before you Quit
Will the “Great Resignation” continue in 2022? It appears so. If you leave your current job before you accept a new one, make sure you’re financially prepared for a search that may last longer than expected.
Retiring in 2022? What You Need to Know
Is 2022 the year that you finally retire? If you’re getting ready for the big day there are several things you need to know to prepare.
Six Things to Consider Before Adopting a Nomadic Lifestyle
Although a nomadic lifestyle may sound like an opportunity to drift along on your own time to whatever destination sounds good in the moment, a successful nomadic lifestyle should include some advance planning.
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. Learn more about how it may affect your situation.
‘Tis the Season for Unwelcome News from the Social Security Administration
If you’re enrolled in Medicare, you may have received unwelcome news from the Social Security Administration. Financial advisor Sobhi Baghdadi answers common questions and provides more perspective.
Year-End Tax Planning Updates and Strategies [On-Demand Webinar]
In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.