Archive | Financial Planning RSS feed for this section
Cropped shot of a cheerful elderly woman hugging her husband who's in a wheelchair at home during the day

Retirement In Sight: Is Financial Health a Factor in Your Overall Health?

Is Financial Health a Factor in Your Overall Health? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer […]

Comments Off on Retirement In Sight: Is Financial Health a Factor in Your Overall Health? Continue Reading →

Retirement In Sight: Could a Second SECURE Act Tweak Retirement Rules?

Could a Second SECURE Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution […]

Comments Off on Retirement In Sight: Could a Second SECURE Act Tweak Retirement Rules? Continue Reading →

Retirement In Sight: Pandemic Economy or Not, Some Aspire to Retire Early

Pandemic Economy or Not, Some Aspire to Retire Early A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, […]

Comments Off on Retirement In Sight: Pandemic Economy or Not, Some Aspire to Retire Early Continue Reading →

Retirement In Sight: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not

Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday, […]

Comments Off on Retirement In Sight: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not Continue Reading →

Retirement In Sight: Need Cash? Avoid Tapping into Your Retirement Account

Need Cash? Avoid Tapping into Your Retirement Account Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings […]

Comments Off on Retirement In Sight: Need Cash? Avoid Tapping into Your Retirement Account Continue Reading →

Retirement In Sight: Evaluating an Opportunity for an Early Retirement

Evaluating an Opportunity for an Early Retirement The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to […]

Comments Off on Retirement In Sight: Evaluating an Opportunity for an Early Retirement Continue Reading →

Retirement In Sight: To Retire, or Not to Retire?

To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted […]

Comments Off on Retirement In Sight: To Retire, or Not to Retire? Continue Reading →

Retirement In Sight: This Year, There Is More Incentive to Give

This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special […]

Comments Off on Retirement In Sight: This Year, There Is More Incentive to Give Continue Reading →

Retirement In Sight: Most Americans Think They Will Work in Retirement

Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may […]

Comments Off on Retirement In Sight: Most Americans Think They Will Work in Retirement Continue Reading →

Retirement In Sight: Are Vehicle Costs Blocking the Road to Retirement?

Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here […]

Comments Off on Retirement In Sight: Are Vehicle Costs Blocking the Road to Retirement? Continue Reading →