Retirement Planning
7 min read
05 Oct 2019
Here’s All You Need to Know About the Supplemental Executive Retirement Plan (SERP)
A company is made up of different employees. Some are fresher trainees, just starting out their careers, and some are high ranking officials with years and years of experience. Every company has a different set of regulations while dealing with different categories of employees, based on their qualifications, departments, time spent in the company, salary, […]
4 min read
03 Oct 2019
How to Pay for Education Expenses with an IRA?
Individual Retirement Accounts (IRA) and 529 plans or education savings account (ESA) are always kept on the far ends of the financial planning spectrum. While IRAs and 401 (k)s are a common investment tool for retirement planning, 529 plans and ESAs are considered the obvious choice for education funds. In this article, we are going […]
4 min read
17 Sep 2019
How to Avoid a False Sense of Security in Retirement
As per a recent survey conducted by the Employee Benefits Research Institute, over 30% of Americans over the age of 55 have only saved $ 10,000 for retirement. The idea of Social Security and Medicare has led most people to believe that they don’t need to save in other types of accounts or investment vehicles. […]
4 min read
16 Sep 2019
The Ultimate Guide on How to Craft a Retirement Income Plan
Contrary to popular belief, an income is not just limited to your pre-retirement days. It is also an essential part of your life post retirement. You spend all your life, saving your money in different types of retirement accounts and schemes. Every account or investment has a different rate of interest, maturity period, tax benefit, […]
4 min read
10 Sep 2019
Actionable Strategies to Make Your Retirement Assets Last Longer
The importance of retirement planning cannot be stressed upon enough. Considering the increase in the number of centenarians in America, a person who retires at the age of 60, may have another 30-40 years of living without an income. Moreover, women generally live longer than men, adding some more years to their retirement. You must […]
4 min read
09 Sep 2019
Top Six Reasons to Delay Claiming Social Security Benefits
Social Security benefits are undoubtedly one of the steadiest and most stable sources of income in retirement. But it is important to understand that these benefits work in combination with other sources of income, dividends, and interests that you earn. They are also taxable. The most alarming aspect of Social Security that most people are […]
5 min read
29 Aug 2019
Here’s All You Need to Know About Inherited IRAs
40 years ago, when Individual Retirement Accounts or IRAs were rolled in motion as a vehicle of retirement savings, no one saw the generational turn investors would take. Since then, IRAs have become a popular investment tool. While opening an IRA, account holders generally have to name a beneficiary. These beneficiaries get precedence over anyone […]
4 min read
16 Aug 2019
5 Steps for incorporating Healthcare in Retirement Planning
Financial Speaker and author, Robert Laura, once stated, “A successful retirement isn’t one without problems, but one in which you learn to overcome them.” Deteriorating health is considered to be a major problem associated with old age, but it is also inevitable. This is why healthcare goals should be an important part of your retirement […]
4 min read
14 Aug 2019
The Best and Worst States to Retire in
Retirement is a golden period. You no longer have to wake up early and go to work. You do not have to sweat it out and meet deadlines. The kids are settled and can take care of themselves. You really are on your own, living your life in a blissful, slow, and steady fashion. If […]
4 min read
12 Aug 2019
Shedding Light on The Myths of Retirement
Certified financial planner, Mark Singer, wrote in his book, The Changing Landscape of Retirement – What You Don’t Know Could Hurt You, “I feel that one of the most important lessons that can be learned is that what we “see” may be different than what is actually in front of us.” Retirement planning can be […]
4 min read
05 Aug 2019
How to Get Entirely Tax-Free Retirement Income
Retirement planning in itself is a task that is dreaded by many. It is not just about making a decision; it is also about financially planning for it. The goal is to save as much as you can. And while you are at it, getting tax-free retirement income tops the priority chart. There is an […]
4 min read
31 Jul 2019
How to make Health Insurance part of your Retirement Planning
It is a universally accepted fact that health is wealth. Naturally, health should be of prime importance when planning for retirement too. As one ages and nears retirement, the body is more prone to medical issues. If you are wondering why it is important to include health insurance in your retirement planning priority list, here […]
3 min read
26 Jul 2019
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a retirement calculator helps you calculate […]
4 min read
25 Jul 2019
How to Plan for Retirement if started late
When is it a good time to start planning and saving for retirement? To tell you the truth, as early as possible. While some people begin as early as in their 20s, most others begin in their 30s. Have you started planning for your retirement yet? Fret not, if you haven’t! There is always away. […]
4 min read
22 Jul 2019
Best Retirement Plans to consider for 2020
According to a recent survey, only 25% of people in the US have a financial plan. This means the percentage of people that have a retirement plan is even less than those with a financial plan. However, can you really afford to not plan for your retirement? Moreover, with increasing healthcare expenses, increased lifespans, shrinking […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.