Tag Archives | retirement
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Why Retirees Are Losing Trillions Of Dollars With Bad Social Security Advice … But Not Our Clients

We’re sorry to hear that American retirees are losing $3.4 trillion in potential retirement income by making bad decisions about when to start their Social Security benefits. Not our clients. As part of our retirement services, we help clients explore different options and optimize claiming strategies so they get the most bang for their buck. In […]

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Changes To Your IRA On The Way? Not All Of Them Are Good

If it’s up to the Congress, there may be some major changes to your IRA before the end of the year. And not all the changes are good. The House has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act. It’s now up to the Senate to consider the bill, which has been […]

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Top Retirement Hot Spots

More people are moving to New Mexico in retirement than anywhere else. In fact, 43% of all people relocating in retirement are headed toward the Land of Enchantment, found a recent survey. Florida comes in as the 2nd top destination, capturing 39% of all retirees looking to relocate. What are these retirees looking for? They’re […]

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Building Up A Better Tax-Free Nest Egg For Retirement

Tired of taxes? Can’t blame you. But sometimes it pays to start thinking ahead about successful strategies we can discuss before year-end to save you on your future tax bill, and help you beef up retirement assets you can access totally tax-free for years to come. What we’re talking about is getting more money into a Roth IRA account for […]

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401(k) Secrets You Need To Know

There’s a dirty little secret about 401(k), 457, 403(b) and other retirement plans you may not know. They don’t have to offer you all the tax-saving provisions allowed under law. These include perks like stretch distributions, plan loans, rollovers into and out of the plan, “still working” exceptions and in-service distributions. You may not always […]

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Maxxing Out Your Social Security Benefits

You’ve probably heard us mention that, for most people, Social Security benefits are a very important part of your retirement income. Most people underestimate what those monthly guaranteed payments are actually worth. One recent estimate put the lifetime value of his-and-her benefits, where both members of a couple receive Social Security benefits, at over $900,000. […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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What We Can All Learn From Luke Perry’s Untimely Death

Even if you never watched the 90’s hit show “Beverly Hills 90210,” it’s hard not to be shocked and saddened by the untimely passing of actor Luke Perry, age 52, who died after suffering a massive stroke earlier this week. The unexpected death of a favorite celebrity helps drive home what it means to be truly […]

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Quote Of The Week: When You Need Help Planning Your Retirement

“It’s smart to seek out (and pay for) professional help when you’re confronted with a financial situation you haven’t seen before and truly can’t handle yourself. And if any situation meets that criterion for most people, it’s retirement. Retirement really is a huge life change. You’re in uncharted territory, and it’s OK to admit you […]

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In Your 20s? 30s? 40s? 50s? Here’s How To Retire A Millionaire

Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do right, and what not to do wrong, at every decade of your life, so you can stay on the fast track to banking […]

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