8 Ways to Use Your Phone on Vacation
Do you plan on taking a vacation in retirement? If you do, there are many ways you can optimize your experience by using your phone. Your phone can be pretty much whatever you want it to […]
November 2019
April 2019
How to Pass on a Retirement Account
Legacy Building is complicated: The fair decision may not actually be the most practical one. What does this mean? It means that even if you divide up your estate equally […]
March 2019
Don’t Let Market Volatility Ruin Your Retirement
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it 30 years ago. Older workers and retirees understand that they have less time to make […]
Have a Retirement Account? Be Prepared for Your RMDs!
If you’ve contributed to a 401(k) or IRA, you should prepare a strategy for your RMDs (Required Minimum Distributions). After many years of enjoying tax free growth, your retirement […]
Travel in Retirement Without Overspending
So you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. You can take advantage […]
February 2019
Your Tax Burden in Retirement
Even in retirement, taxes are a guarantee. Your Social Security benefit, capital gains, and retirement account distributions can all be taxed, leaving you with less retirement income than you planned on receiving. […]
Transitioning Into Retirement Is No Small Task
Even though most people look forward to retirement, some forget that losing the structured routines, sense of purpose, and social interactions that work brings can lead to a difficult transition from […]
