Many pre-retiree couples dream of the day when they can retire and sail off into the sunset together. However, there are both financial and emotional ramifications to retiring simultaneously compared…
Tag: planning for retirement
Year-End Financial Planning 2021
With the penultimate month of the year right around the corner, there are several significant financial deadlines fast approaching. Before you flip your calendar to November, consider making some of these…
Not Ready to Retire Fully? A Phased Retirement Could be for You.
Phased retirement is a concept that’s gaining momentum for those not entirely dedicated to leaving the workforce. But what is it, and should you be asking your employer about it?…
6 Ways to Maximize Your Retirement Account Dollars.
When it comes to saving for retirement, most Americans fall short. After another year of financial turmoil, here are some helpful strategies to up your retirement savings game and get…
What $3.5 trillion Reconciliation Bill Could Mean for Your Retirement
If the proposed $3.5 trillion Reconciliation Bill is enacted, it would be one of the most impactful changes to the private retirement system since the SECURE Act was passed in…
Should Bitcoin be in Your Retirement Portfolio?
Cryptocurrencies are becoming an increasingly popular option in alternative investments, leaving many Americans wondering when—if ever—they should include this rising asset class in their retirement savings strategies. The answer differs…