by Daniel Brown | Feb 6, 2020 | Retirement Planning
When it comes to social security, there is not a single correct answer as to when it is appropriate to begin taking the benefit. For most people, the appeal of accessing the benefit as soon as possible is far too overwhelming. However, it may make good financial sense...
by Daniel Brown | Feb 4, 2020 | Retirement Planning
It may be 2020 but it’s not too late to contribute to an IRA for tax year 2019. Annual contribution limits may seem insignificant, but coupled with compounding and tax benefits these small contributions can add up in a major way over time. The figures below...
by Daniel Brown | Jan 7, 2020 | Retirement Planning, Tax
The SECURE Act and what it means for your money There is a festering problem with Americans. Too few of us are saving enough to adequately fund our retirement. Social security income in retirement, on its own is will likely be insufficient. Furthermore, gone are the...
by Daniel Brown | Nov 14, 2019 | Retirement Planning
How To Plan For Healthcare During Retirement Planning for retirement is always about balance. On the one hand, it’s important to make sure you have money for fun things like travel and dining out. On the other hand, you also need to make sure that basic necessities...
by Daniel Brown | Oct 10, 2019 | Retirement Planning
5 Real Estate Tips For Retirees Many people decide to relocate when they retire. In fact, we recently wrote an article comparing the most popular retirement states with the most affordable states to retire to. Buying a home for retirement requires thinking a little...
by Daniel Brown | Aug 22, 2019 | Retirement Planning
Popular vs Affordable States To Retire In When the time comes to retire, you may decide that you’d like to relocate. And while only 1.6% of retirees aged 55 to 65 end up moving outside their home state, it’s a good idea to consider all your options before making a...
