How Much Do Retirees Really Pay in Tax?
If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it may be technically possible, your optimal [...]
The Basics of Planning for Healthcare in Retirement
Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A solid retirement plan is a [...]
How to Prepare for Wealth Transfer
When someone you love passes away and they leave you an inheritance, there are a few things you may want to keep in mind as you move through the grieving process. We understand it can be a very difficult time, so we have some [...]
The Importance of Wealth Protection in Retirement
You’ve worked for your entire career to set up the life that you’ve always wanted, but that doesn’t always mean that the money and assets you’ve gained over the years will last. A part of retirement planning that people often overlook is wealth protection [...]
Retirement Tips from Warren Buffet
Warren Buffet is one of the richest men in the world, and he is regarded as one of the savviest investors in history. Thankfully, he is fairly open about his investment strategies. If you are feeling a little lost about where to get started [...]
Tips for Your Passive Income Strategy in Retirement
There’s a hack to retirement that you may not know about: passive income strategy. The usual tried and true plan for retirement, where you save money in a tax-advantaged account and claim Social Security, is a great backbone for your plan. But people often [...]
You’ve Grown Your 401(k)…Now What?
Unfortunately, saving a ton of money in your 401(k) isn’t the last step in your retirement plan. You might think that if you have a lot of money in your 401(k), then you don’t have anything to worry about. But there are still strategies [...]
5 Legacy and Estate Planning Mistakes to Avoid
A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your plan together. It’s a way to pass [...]
3 Key Terms That Can Make a Difference in Your Retirement
Retirement is more than just saving money until you stop working. It can be easy to be on retirement auto-pilot, especially when your retirement money is taken out of your paycheck. But there is so much more to retirement than money taken out of [...]
