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Navigating the Distribution Phase of Retirement
It's a common misconception that once you've padded your 401(k) with a hefty sum, your retirement planning is all set. In reality, having a well-funded 401(k) is just one piece of the retirement puzzle. As you approach your golden years, there are still steps you can take to improve your financial life after you've saved up a reasonable nest egg. [...]
Don’t Make These Common Estate Planning Mistakes!
Estate planning is an essential component of comprehensive financial planning. It ensures that your legacy is passed down according to your wishes and potentially preserves wealth for generations to come. Crafting a well-organized estate plan can be complex, but it may be a crucial step for those who have worked hard to build their assets and wish to see them [...]
Your Retirement Strategy Can Help Create Generational Wealth
If part of your retirement plan involves leaving money for your family and supporting them financially after you pass away, then you want to make sure that you do it right. Complications with wills, trusts, and your wishes can lead to a lot of legal headaches and difficulties for your children. In this article, we’ll take a look at some [...]
Answers to 5 Questions About the Gift Tax Exemption
The gift tax exemption is the key financial tool that can help you preserve your estate for generations to come. If you’re at risk of exceeding your state’s estate tax exemption limit, by gifting your estate—or portions of it—while you’re alive, you can avoid the hefty estate tax on whatever you decide to give to your heirs. This article delves [...]
3 Terms You Should Know for Retirement Planning
You may find that all of the terminology in the finance world (and the retirement world) makes your head spin. There are so many acronyms and technical terms that it can be hard to follow. To help you out, we’re going to define some of the most important terms when it comes to retirement planning so that you can have [...]
What Are COLAs and How Do They Affect Retirement
If you are currently receiving Social Security or you are considering how Social Security might factor into your retirement plan, it’s important for you to understand what COLA stands for. You may have seen the acronym in various information about Social Security, and you may have wondered what it meant. Well, let’s answer your questions about the term. What is [...]
How Debt Can Affect Your Retirement
Many Americans are approaching their golden years with some level of debt. In 2016, nearly 61% of US citizens were transitioning into retirement while still bearing debt.[1] While one might assume that expenses would naturally decrease after retiring, that isn't always the case.[1] Sometimes, your costs will remain constant, decrease, or they may rise. It varies from situation to situation, [...]
3 Common Retirement Planning Mistakes
Your golden years are a significant aspect of your life that require diligent saving and considerable contemplation. However, the journey towards this phase can be lengthy and complex, filled with numerous decisions and potential missteps. So, what are some frequent errors you could sidestep? Missing Opportunities for Passive Income A significant number of individuals place excessive emphasis on the idea [...]
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.
