retirement planning


Follow the Rules When Rolling Over Your Pension to an IRA

Posted on

Many companies are closing out their pension plans, giving workers the opportunity to roll them   

Means Testing Social Security: What We Know Right Now

Posted on

Means testing could take the form of more income taxes, a reduction in benefits, a surtax or some other method.

Using your Health Savings Account as a Retirement Tool

Posted on

Health savings accounts (HSAs) can be effective tools in retirement. Learn about HSAs and how they can help pay for qualified medical expenses.

5 Steps to a Successful NUA transaction

Posted on

Retirees who own their employer’s stock in their 401(k) plan have the potential for huge   

Every Walt Needs a Roy – Disney that Is

Posted on

Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?

Posted on

We all know that regularly maintained vehicles are more reliable, more durable, and have a   

What is Financial Planning?

Posted on

Financial advisers do more than just evaluating your finances. Learn how they differ from other types of professionals, and find out if you need one.

Why You Should Plan for Retirement Without Social Security and Pensions

Posted on

Illinois may become the first state in the United States with a junk credit rating.   

5 Tips to Control Your Fear in Retirement

Posted on

Fear of Money or Losing Money can Force Bad Investment Behavior Chrematophobia (also called Chrometophobia)   

RMD Decision Time: What Baby Boomers Need To Know Now

Posted on

Avoid paying more in tax by knowing a few basic rules for RMDs.

Immediate Fixed Income Annuity: Is It Right For You?

Posted on

(And why it might not be so good for you.)

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437