Even the thought of retirement can be exhilarating. Knowing you’ll soon have the time freedom to do what you want, when you want, is enough to get even the most unimaginative person dreaming about the adventures, hobbies, and moments they’ve long put off. But along with the excitement comes some uncertainty. It’s hard to predict […]
What I Wish Every New Retiree Knew (Before they retired) Read More »
Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial planner, I’ve had a steady stream of people asking, “So is this actually good news for retirees, or just political fireworks with a fancy
BBB & You: Big Beautiful Bill and What it means Read More »
If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what you’ve built. Cue the hammock, the coffee mug that says “World’s Okayest Golfer,” and maybe a national park or two. But hidden inside
The Retirement Tax Time Bomb (and How to Diffuse It) Read More »
Retirement isn’t just a milestone; it’s a dynamic phase of life where your financial priorities and strategies continue to evolve. One common question that arises as individuals enter retirement is whether they can still contribute to retirement plans. The short answer? Yes…in some cases. (It’s never simple, is it?) In this blog, we’ll delve into
Can I Contribute to Retirement Plans after Retirement? Read More »
If you are like most people, you are probably confused by the concept of Roth conversions. In this blog post, we will take a look at what Roth conversions are, why they can be beneficial to your overall retirement plan, and how they work. What is a Roth Conversion? Simply put, a Roth conversion is
The Basics About Roth Conversions Read More »