May. 20, 2022
Should You Keep More Cash on Hand When the Market is Volatile?
One of the most commonly asked questions that financial planners get from their clients is how much cash they should…
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10 Result(s) in the “Retirement Planning” Category
Apr. 29, 2022
How to Prepare Your Retirement Portfolio for Inflation
Inflation has been a major topic in the news lately. While it has an impact on all of us, those…
Apr. 3, 2022
Avoiding the 10% Early Distribution Penalty for Spouse Beneficiaries of IRAs and Employer Plans
Distributions from an IRA or employer-sponsored retirement plan (employer plan) are subject to a 10% additional tax (early distribution penalty)…
Mar. 18, 2022
How the Conflict Between Russia and Ukraine Could Impact Your Investments
The situation in Ukraine looks bleak. The conflict between the country and Russia is not new, but in recent days,…
Mar. 11, 2022
Preparing for Post-Retirement
You’ve finally made it! You’ve picked a retirement date and can’t wait to start traveling, trying new hobbies, or getting…
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…
Feb. 19, 2022
3 Tips for Financial Security in Retirement
Financial security in retirement is one of the biggest concerns for workers of all ages and particularly those that are…
Jan. 7, 2022
Forgot to Take Your Required Minimum Distribution? Here’s What You Can Do
It’s not unusual to forget or overlook your Required Minimum Distribution obligation. Perhaps you are a beneficiary of a tax-deferred account and…
Nov. 12, 2021
Inflation, Stagflation, and Your Retirement
Turn on any newscast or click on any business or financial story lately and you’ll hear a lot about inflation. Most…
Oct. 22, 2021
Three Ways to Reduce Your Income-Related Monthly Adjustment Amount (IRMAA) for Medicare Part B
If the Social Security Administration (SSA) considers you a “high-income beneficiary,” you’ll pay a surcharge known as the Income-Related Monthly Adjustment…
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