Why Better Questions Build Better Retirements (Part 1)
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Two Advisors, Twice the Confusion?
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Will a Government Shutdown Ruin My Retirement?
Every fall it feels like Congress flirts with a government shutdown. But what if you’re a federal employee planning to retire right as the headlines are screaming? Does the political drama in Washington threaten your retirement date?
The 5 Must-Do’s In Year One of Retirement
Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?
The Hidden Medicare Penalty You Might Be Paying
Think Medicare is free once you hit 65? Not quite. If your income’s too high, there’s a hidden surcharge that can quietly shrink your Social Security check by thousands a year. It’s called IRMAA. And most people don’t see it coming. Let’s break down who’s impacted and how to avoid it.
Back To School Retirement Planning Quiz
The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.
