Category: Planning for Retirement
Secure Act 2.0 Expands Choices for IRA, 401(k) Owners
Whether you are saving for a future retirement or already retired, the rules for IRAs and some...
Read More
6 Reasons Retirees Need Not Fear Bear Markets
Once again, the U.S. stock market is experiencing a bear market. That means the stock market is...
Read More
Key Numbers to Know for Retirement Planning
Knowing your retirement numbers can help ensure a brighter future. Whether you are looking ahead...
Read More
how to know if you are ready to retire
Knowing the right age and time to retire is not always easy. If you are agonizing over the...
Read More
Learn How the SECURE Act Brings Changes for Retirement and Estate Planning
Update: In late 2022, Congress passed the Secure Act 2.0, with more revisions that impact the...
Read More
Why I’m Glad I Didn’t Retire Early
Life is full of choices. Looking back, I am glad I didn’t make retiring early the focus of...
Read More
Tips for Downsizing in Retirement
As Dave and I approached retirement, I was looking forward to downsizing to a smaller home because...
Read More
Why Retirement May be the BEST Stage of Life
Photo courtesy of Steve Sober Photography Retirement is often called the “Golden Years,” and for...
Read More
5 Adjustments to Expect When You Retire
After decades of hard work, it’s finally time to retire. You cleaned out the desk at work,...
Read More
