The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…
Tag: financial advisor
How to Lower Your Tax Bill Close to Retirement
When nearing retirement, many Americans look forward leaving tasks like tax planning behind with the working grind. However, planning strategically now can mean more funds for the things you love…
Understanding RMDs With CKS Summit Group
Congress allowed people to suspend taking required minimum distributions as part of COVID-19 relief, but since 2021, RMDs are back on. Here’s how to avoid aggressive penalties for taking out…
Is the Threat of Recession Threatening Your Retirement?
If you’re worried about your retirement savings during a recession, don’t panic. A smart strategy can help you weather the storm and make sure that when—and if—the economy improves, your…
Child-Free Retirement Planning 101
According to the AARP, more than 20% of retirees by 2040 will not have children. There is a growing population of people who do not have any children, and more…
Retirement Hacks for Those in Their 60s
Retirement planning at any age can be complex. Still, there are certain steps to take when you’re in your 60s and beyond to make sure you’re ready to live those…