Retirement

Will Your Strategy Work?

What won’t work

Heading into retirement, It is essential to understand your options, and what will work best for you. It is similarly important, however, to understand what won’t work. Are you aware of every factor you need to take into consideration going into retirement? If not, your current strategy may not be successful. You can reach out …

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Priorities 

Priorities

The importance of saving up enough for retirement cannot be emphasized enough. Seniors who retire mostly or solely on social security often end up strapped for cash. So, it’s essential to have additional income sources to tap into that can provide additional income. While we know retirement savings should be your main priority, sometimes economic …

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Increases

We’ve written about several of the increases that are happening in 2023 and thereafter, and it is important to keep them all in mind as you plan for your retirement. Since hitting a 40-year high of 9.1% in June, inflation has cooled somewhat. If that trend continues, the Cost of Living Adjustment in Social Security …

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The Appeal of Safety

income

We thought to share with you our thoughts about the growing number of people who are looking to purchase a financial product that incorporates a guarantee on some or all of their retirement income. In the current climate, against a backdrop of rising inflation and a cost-of-living crisis, the benefits and value of a secure …

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Common Confusion

RMDs

There still seems to be confusion among retirees about the changes in the law affecting required minimum distributions, or RMDs.  Beginning a few weeks ago, on January 1, 2023, the starting age for RMDs rose from 72 to 73. The new version of the Secure Act will eventually increase the RMD age to 75, in …

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