News & Updates
Taxes
With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact of taxes on their retirement
State Pensions and Russia
Last week many people heard about the Kentucky Teachers’ Retirement System losing more than $3 million when it sold off its direct investments in a Russian Bank. (read more here) However, they aren’t the only
The News, and What it Means to You
With news reports saying the markets are nearing “bear market territory,” people are starting to ask us what that actually means. Let’s start with definitions: “A bear market is when a market experiences prolonged price
Stay On Track
There are many factors to understanding whether you are on track to meet your financial goals for retirement. These not only include what you have set aside in savings and investments, but your rate of
Tax Refunds
We are well into tax season, which means more and more individuals are beginning to think about their tax refunds and what they can do with them. The solution relates to how healthy the individual’s
How is Social Security Taxed?
With tax season approaching, some of you have asked if the social security payments you receive are taxed. The answer is yes, if your annual income is above a certain amount when you’re receiving those
Not Enough Time
We often think of retirement in terms of years. We think about how there isn’t enough time left in our lives to do all the things we planned on doing. That same thought of ‘not
Social Security Survivor Benefit
We are often asked, “When is the best time for a widow or widower to collect the social security survivor benefits, they have become entitled to?” If you or someone you know have questions about
Retirement Can Sneak Up on You
We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way, some of them expected and
