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10 Result(s) in the “Financial Planning” Category


May. 16, 2022

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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May. 16, 2022

Volatility Rears Its Head Again

The only adage that can be applied with 100% accuracy when it comes to investing is that the market hates…

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Mar. 4, 2022

Pre-Retirement: 5 Considerations to Think About

According to Investopedia, retirement has four phases: pre-retirement, early retirement, middle retirement, and late retirement. Today we’ll talk about the pre-retirement…

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Feb. 19, 2022

Should I Pay Off My Mortgage Before I Retire?

One common piece for people approaching retirement advice is to pay off as much debt as possible first. This makes…

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Jan. 14, 2022

The Most Important Dates in 2022 for Retirees

To kick off 2022, I’ve compiled a list of the major dates if you’re nearing or in retirement this year.  …

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Jan. 7, 2022

Changes to Retirement Plan Maximums and Social Security Benefits for 2022

You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…

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Dec. 22, 2021

Year-End Roth IRA Considerations

December is a great time to conduct a review of your finances and set goals for next year. You also…

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Oct. 15, 2021

Can the Evergrande Issue in China Affect Your Retirement?

You may have heard a lot on the news recently about Evergrande, the troubled Chinese real estate development company. Evergrande…

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Aug. 13, 2021

Three Causes of Decumulation Mistakes in Retirement and How You Can Avoid Them

If you’ve never seen it before, “decumulation” is the opposite of accumulation and is effectively a fancy word for converting your retirement assets into…

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Aug. 6, 2021

Four Ways to Maximize Your Retirement Income and Minimize Your Tax Bill

Because taxes are one of the few certainties in life, tax planning is one of the biggest benefits of retirement…

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