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Browse All Retirement Planning Articles, Videos, Podcasts
Emergency Funds
How much should you have in your rainy day fund?You May Also Like...
5 Retirement Planning Myths
Here are 5 common retirement myths...You May Also Like...
8 Ideas That Help You Manage a Financial Windfall
Estate PlanningHave you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at a minimum, thought about it. The interesting thing is that, even if you were to “hit the jackpot”, often riches that fall into our hands can...
Key Planning & Investment Deadlines Summer 2021
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines reference card. Every quarter, I like to send clients, family, and friends a reminder reference card of all the key financial deadlines heading our way over the next...
Retirement Income: Which Accounts to Tap First
Retirement PlanningMany people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always.A basic tenet of tax planning is to put off paying taxes for as long as possible. By...
Get Ready for 7 Serious Life Transitions Ahead
Retirement PlanningMost baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now.It can be dangerous to generalize about the baby boom generation, but there...
5 Questions to Ask Yourself 5 Years Before You Retire
Retirement PlanningRetirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events.The first step in any retirement income...
Birthday Milestones Present Special Tax and Investment Questions to Consider
Key BirthdaysLet’s make sure that all of us retire as well as we possibly can and make those “golden years” that much more enjoyable. Certain milestones in our lives present special tax and investment opportunities to consider, so, we're providing you with a handy...
8 Reasons Not To Do a Roth Conversion
Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you make the move.We love Roth IRAs and...