Tag: Retirement Planning
Understanding the “Rule of 55” for Early Retirement
Retiring in your 50s might sound idyllic, but tapping into your retirement savings early can come with a hefty price tag. The IRS’s “Rule of 55” could be a potential workaround. This rule could exempt you from the 10% penalty under certain conditions.
Retirement Readiness for High-Earning Urban Professionals in the Chicago Loop
Explore retirement strategies with a financial advisor in the Chicago Loop to help manage compensation, taxes, and savings for long-term success.
Long-Term Financial Planning for Lincolnshire Families: College Savings and Retirement Strategies
Learn how families in Lincolnshire, IL can create a long-term financial plan that balances college savings and retirement goals with clarity and confidence.
Why Retirees Still Worry—Even with a Solid Plan
Even with strong savings and a solid retirement plan, many retirees struggle with the fear of spending. Concerns about market volatility, healthcare costs, and shifting from saver to spender can create financial anxiety.
Healthcare, Wellness, and Financial Planning
Staying healthy and financially fit go hand in hand. Just like regular workouts build physical strength, consistent financial habits can help create long-term stability. From healthcare choices to smart savings strategies, here are five ways to strengthen your financial health.
Implement a “Portfolio Life” Mindset Before You Retire
After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.
How to Balance Your Child’s Education Costs with Your Own Retirement Goals
When you’re trying to save for both your children’s education and your own retirement, it’s easy to feel pulled in two directions.
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.
Retirement Planning in Manassas: How to Navigate Virginia Taxes and Market Volatility
Plan for retirement in Manassas, VA. Learn strategies to manage market volatility and leverage Virginia tax advantages for retirees.
Financial Planning for a Snowbird Lifestyle in Santa Fe, NM
Thinking about splitting time between states? Discover smart tax, healthcare, and investment strategies from a fiduciary financial advisor in Santa Fe, NM.