We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.
From cashing out to transferring your balance, here are the different strategies for dealing with 401(k) plans from previous employers
By creating an online Social Security account, you can review your annual statement, take a closer look at your earnings record, and verify that your tax payments are being credited correctly.
A successful retirement plan starts long before the last day of employment and considers both financial and lifestyle decisions along each individual’s unique journey.
Our New Three-Legged Stool™ strategy and R/D Factor™ help us keep taxes lower for our clients in retirement
By accessing your Social Security records online, you can verify that your benefit information is correct, update information, and receive information on estimated benefits based on your anticipated retirement date.
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
The 10-year period before you retire can matter more to your retirement success than any other.
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
Use these tips and strategies about spending, saving, and asset allocation to reach your retirement goals.
Learn how to protect yourself from data breaches, and what you can do if your information is compromised.
The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
Understand how the IRS differentiates between these investments when planning how to use the property personally.
Merriam-Webster defines philanthropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for humanitarian purposes.”…
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.