Why you might be charged higher Medicare Premiums during retirement
See how Medicare premiums are affected by IRMAA and what to consider if it happens to you.
Retirement Planning articles
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2021 Retirement Plan Contribution Limits
Learn how much you can contribute in 2021 toward your retirement.
Feeling More Secure After the SECURE Act
IRA and estate planning without the stretch provision.
Don’t Touch Your Portfolio (Or Your Face!) – Dispatches From Route 66
Investment Dos and Don’ts During Recession.
CARES Act Signed by President Trump Impacts Retirement Plans
Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.
The End of the Stretch IRA
The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.
How the SECURE Act Affects Your Retirement Plan
Learn how the SECURE Act provisions for 401(k) plans may affect your retirement plan and the retirement of your employees.
A Beneficial New Year’s Resolution
Some resolutions are hard to accomplish. This one is easy – but very important, especially with the passage of the SECURE Act.
ViewPoint – Congratulate Our Professional Team
Let’s raise a glass to the new year! We have two new officers and several professionals have been promoted.
A Christmas Gift to Your Future Self
Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.
Don’t Judge A Book (Or A Nursing Home) By Its Cover
Selecting an assisted living facility for a parent or grandparent is not an easy job. Understand a few key components to ensure quality care and happiness for your loved ones.
How Health Problems Become Wealth Problems
Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
The Great Known Unknown
Two people very close to me passed away recently. My wife’s grandmother and Ed, a family friend. They reminded me of life’s greatest mystery.
Qualified Charitable Distribution
Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.
The Certainty of Taxes in Retirement
Many retirees mistakenly believe that once they retire they won’t have to pay taxes anymore. Your retirement success depends on planning carefully your income and taxes. Read article.
Catching Up with Your Retirement Savings
Most Americans don’t have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don’t panic. There’s still time to catch up with a few strategies and enjoy financial peace of mind soon.
Top 5 Retirement Planning Mistakes
Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.
Why You Might Want Both a Traditional 401(k) and a Roth
Planning for retirement involves balancing what you’re willing to set aside now with what you’ll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.
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