Article Can You Retire on $500K Plus Social Security? May 25, 2022 Taxes are already complicated. Add gift and inheritance taxes to the mix and it can leave you and your loved ones feeling overwhelmed.Read Morekeyboard_arrow_right
Article How Income Affects Social Security Benefits May 17, 2022 Navigating the world of Social Security can be confusing. We hear from clients all the time asking how different income types impact their Social Security benefits. To understand how income affects Social Security, it’s important to differentiate between the Social Security Administration’s (SSA) four programs, because your income has a different impact … Read Morekeyboard_arrow_right
Article Crypto: Making a Play for Your 401(k) By Jeffrey DeMaso — May 15, 2022 This week’s reader question: Does bitcoin belong in my 401(k) portfolio? This has been a hot topic since Fidelity announced it was queuing up to allow companies to include bitcoin in their 401(k) plans. The Department of Labor—which regulates 401(k) plans—has cast shade on the idea. Nonetheless, company boards are weighing … Read Morekeyboard_arrow_right
Article Answers to Popular Social Security Questions May 10, 2022 It’s small but has an oversized role—your Social Security card. And there are certain things you shouldn’t do with it. Learn more.Read Morekeyboard_arrow_right
Article Planning in Your 50s: Catch-Up Contributions May 9, 2022 Turning 50 is momentous for so many reasons—including the extra boost it can provide to your retirement savings. The IRS limits how much you can contribute to tax-advantaged retirement accounts each year. In 2022, that limit is $6,000 to individual retirement accounts (IRAs) and $20,500 to 401(k)s and other workplace retirement plans … Read Morekeyboard_arrow_right
Podcast How Early Can You Retire? April 20, 2022 FEATURING Andrew Busa and Sophie Benander Packing it in at 65 with a gold watch was once the stereotypical model for retirement. But times have changed, career paths have changed, and for a new generation, retirement planning is changing too. This week, Andrew Busa and Sophie Benander discuss the dream of achieving … Listen Nowkeyboard_arrow_right
Article Secure Act 2.0: What You Need to Know By Kari Wolfson — April 18, 2022 The House passed their draft of “Securing a Strong Retirement Act,” AKA the Secure Act 2.0, in late March. Now the Senate side is polishing their own version of the bill, and all indications point to it ultimately being signed into law. The exact provisions are a little less certain at this … Read Morekeyboard_arrow_right
Article Beating Inflation in Retirement March 21, 2022 This week’s reader question: How can I build inflation into my retirement budget? Andrew Busa, Manager of Financial Planning, had this to say: Fortune may favor the brave, as they say, but we also believe it disproportionately rewards the prepared. So it goes with managing … Read Morekeyboard_arrow_right
Article Streamline Your Finances Updated: March 28, 2022 From your first checking account to your current 401(k) plan, by the time you reach your 50s, you may have opened accounts with numerous financial institutions. But if you are like most people, you may not have closed nearly as many. Streamlining can help improve your investment returns, reduce fees and, most … Read Morekeyboard_arrow_right
Article Financial Planning in Your 50s March 4, 2022 Raising a family and building your career are enough to keep most people plenty busy—so much so that many don’t take financial planning seriously until their 50s, when they first see their retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly … Read Morekeyboard_arrow_right