Retirement Happiness
Category: Financial Planning » Retirement Planning
What are the primary drivers of a happy retirement and overall wellness?
Three Categories of Risk for Retirement Income
Category: Financial Planning » Retirement Planning
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Can You Ever Have Enough?
Category: Financial Planning » Retirement Planning
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
An Executive’s Financial Guide
Category: Financial Planning » Retirement Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Retirement Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
The Once a Year Approach to Looking at Investments
Category: Financial Planning » Retirement Planning
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Retirement Planning
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Retirement Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Med School Grads, Do These Three Things First
Category: Financial Planning » Retirement Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Monte Carlo Analysis & Your Retirement
Category: Financial Planning » Retirement Planning
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Retirement Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
IRS Allows for Reversal of 2020 RMDs
Category: Financial Planning » Retirement Planning
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Let’s Make 2023 a Year of Savings Inflation
Category: Financial Planning » Retirement Planning
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
Happy 401(k) Day! Yes, It’s a Holiday!
Category: Financial Planning » Retirement Planning
Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness.
Secure Act 2.0 Offers a New Retirement “Lost & Found”
Category: Financial Planning » Retirement Planning
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning » Retirement Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.
Balance Sheet Liquidity: What Is It? How Do I Approach It?
Category: Financial Planning » Retirement Planning
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.