Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.
Learn more about retirement planning from our financial advisors below.
Understanding Your Way Around Tax-Smart Retirement: A Consumer’s Guide to RMDs and Beyond Let’s face it: Retirement planning is more than just stashing away money for a rainy day. If you’re savvy about it, your retirement funds can grow and benefit you in the tax department. Critical components like pre-tax retirement accounts—such as IRAs and […]
Texas’ Best-Kept Retirement Secret The Lower Rio Grande Valley (LRGV), situated in the southernmost tip of Texas, presents a compelling case for those contemplating where to spend their retirement. With its unique blend of cultural experiences, favorable tax benefits, and myriad amenities catered to retirees, the region beckons with promises of tranquility and adventure. Financial […]
When most people consider retirement locations, they often look towards coastal towns or sunbelt states, overlooking areas that offer a combination of affordability, amenities, and quality of life. One such place is Lancaster, Pennsylvania, a picturesque locale with a rich historical background, thriving cultural scene, excellent healthcare, and enticing tax advantages for retirees. The economy […]
How Long-Term Care Insurance Can Save Your Retirement Game Imagine standing on the first tee of a brand-new golf course. The fairways stretch out before you, the greens are untouched, and the future is filled with possibilities. That’s how retirement should feel: an exciting new chapter filled with opportunities. But like any challenging golf course, […]
A Retirement Oasis with Tax Perks and Small-Town Charm When choosing a place for retirement, Katy, Texas, might not be the first location that comes to mind. But for those in the know, it’s fast becoming a prime destination. Nestled 30 miles west of Houston, Katy offers retirees a harmonious blend of small-town vibes, excellent […]
Rethinking Retirement: Why 70 Is the New 65 Gone are the days when turning 65 meant you were on the cusp of retirement. For many Americans today, the retirement landscape has changed dramatically, causing a shift in how we view the so-called “golden years.” Is 65 Still the Magic Number? According to recent studies by […]
Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you’ve been looking for a financial planning tool to help you secure a stable future, you might not need to look further than your life insurance policy. Legendary salesman Ben Feldman once said, “Life insurance is the only tool that costs pennies […]
The Three Pillars of Retirement Money Management: Income, Liquidity, and Legacy Before diving into the importance of legacy, let’s briefly touch on how money functions in retirement. There are three key roles: Income (the cash flow you need to live), Liquidity (money set aside for emergencies and growth), and Legacy (what you leave behind). This […]
Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a workshop I hosted on Social Security and retirement, Joe thought his dream of immediate retirement was just that—a dream. Why? Joe felt tied down by […]
Financial Goals Meet Life Goals Retirement planning is more than just crunching numbers, setting financial goals, and choosing suitable investments—it’s about planning for a new phase of your life! When I sit down with clients, whether they’re a husband-wife team or individuals, my questions stretch beyond just the “how much do you have saved?” aspect. […]
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