BROWSE OUR BLOGS TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
3 Important Concepts to Understand for Your Retirement
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts and terms. To enhance your retirement planning strategy, it's essential to acquaint yourself with some key terms. Here are three important concepts that you should be aware of: RMD (Required Minimum Distribution) RMD refers to [...]
Legacy Planning and What It Involves
Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and asset distribution and includes broader considerations, such as how a person wants to be remembered. Through legacy planning, individuals consider the values they wish to pass on and the impact they want to make on their family and community, even after their demise. This [...]
Today’s Interest Rates and Your Retirement
The Federal Reserve makes a monthly statement about its interest rate policy, which is based on the data it tracks and analyzes to understand the state of the economy. This includes data regarding inflation, employment, and more. These statements are important for the rest of the nation to understand how the economy is doing as well as what the Fed’s [...]
Planning for Retirement Income Beyond Social Security
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it's essential to consider various strategies to supplement Social Security benefits and ensure financial stability during retirement. Importance of Supplementing Social Security Benefits While Social Security provides a financial safety net for retirees, [...]
What 2025 COLA Predictions Mean to You
In 2022, the United States experienced the most significant inflation in four decades, primarily due to macroeconomic disruptions and supply chain issues following the COVID-19 pandemic. This led to an 8.7% cost-of-living adjustment (COLA) for Social Security beneficiaries in January 2023, the largest increase since the early 1980s. However, despite this, many retirees continue to struggle financially, as revealed by [...]
Your Finances Support What Matters in Life
When you think about your finances or financial topics, you probably think of the stock market, inflation, interest rates, valuation ratios, and other complex concepts. Well, forget all of that. The truth is your financial security is a cornerstone of a fulfilling and meaningful life. Whether the minutia makes sense or makes your head spin, the important thing to know [...]
7 Steps to Help You Plan for Retirement
Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today's pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment. Regardless of how one acquires wealth, it's essential to understand that planning [...]
What is a Dividend Strategy for Retirement Income
Recently Alphabet, the parent company of Google, announced that it would be paying out dividends for the first time in the company’s history.[1] As such, you may wonder if you should adjust some of your portfolio and consider how dividends play a role in your portfolio. You may also wonder what the best dividend strategies are for your unique situation. [...]
Do You Have What You Need To Plan For Retirement?
Take Our StayRetired™ Planning Quiz
Our quiz is meant to prepare you for our planning process. By answering our short quiz, you’ll know what you already have prepared and what you may need to think on before we begin crafting your perfect plan for retirement. If you’re unsure on any of the questions, that’s fine – just answer honestly, and we’ll fill you in on what you need to know.
