Are you ready for a 40 year retirement? Read More
What Is an IRA and How Does It Work?
If you’re looking to save for your and your family’s future, an Individual Retirement Account (IRA) is an effective way to do so. But what is an IRA account and how does it work? What are the different types of IRA? What is an IRA actually useful for?
Read on to find out everything you need to know. Read More
6 Critical Questions to Ask Your Financial Advisor
Just having a financial planner isn’t enough.
These 6 questions to ask your financial advisor will make sure you find the right person. Read More
Should I Take My Social Security Early Because of COVID-19?
During these tumultuous times of COVID-19, many older workers are uncertain about their financial future.
Due to rising unemployment, volatile markets, and just the overall fear of COVID, questions about Social Security have come up frequently. Older workers, at least 62 years old, are beginning to consider claiming their Social Security early. In this blog post, we’ll cover the best retirement age (based on your financial goals), whether or not your social security benefits should be accessed early, and what a normal retirement looks like. Read More
New RMD Rules and COVID
This massive piece of legislation was passed as a result of the COVID-19 pandemic. The legislation made significant changes that impact retirees, retirement income strategies, IRAs, income taxes, and qualified retirement plans like 401(k)s, 403(b)s, etc.
One major impact it made was in reference to Required Minimum Distributions (RMD). Read More
Dollar Cost Averaging and Retirement Don’t Mix!
You’ve probably heard the term dollar cost averaging over your years of making contributions into your retirement accounts. Dollar cost averaging is when you make a regular, fixed-dollar contribution into your investments regardless of what occurs in the market. Read More
Don’t Let Coronavirus Derail Your Retirement Plans!
I don’t know!
That’s the only answer I have to some of the questions swarming around the coronavirus (COVID-19) outbreak. There have been so many aggressive actions implemented in the dealing with the possible outbreak, but information is changing so fast that no one has any real certainty. Read More
Waiting for the Big “R”
Are you ready for the Big “R” (Recession) ? Yes, it’s coming. I’ll tell you exactly when and what you should do. Read More
The Washington Zombie
