The Basics of The SECURE Act 2.0
Ultimate 401(k) Guide for Healthcare Professionals
Market Volatility in the New Age
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Why 59 and 1/2 Is An Important Age
Presented By Randy Floyd
As a member of the largest generation in American history, you’re sometimes blamed for bankrupting Social Security. But, you also contributed to Social Security your whole working life. About 76 million children were born during the boomer years, from 1946 to 1964, and those like you went on to contribute many years to work – and many dollars – to society.
Women’s Retirement Planning Guide
They say “men are from Mars and women are from Venus” and their differences carry over into financial planning. In a world where women oftentimes share, or own, the responsibilities of household finances, and often are the major “breadwinner”, it makes sense that they are adequately addressed. There are a disproportionate number of men in the financial space today, so it’s important to take a moment to address some financial needs unique to women.
2023 Tax Planning Guide
After a tumultuous 2022, filing your taxes this year could be complicated. Maybe you stopped working, realized investment gains, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy.
5 Keys to Retirement Planning in 2023
Maximizing Social Security In Today's World
Many Americans rely primarily on Social Security in retirement, and even if you don’t, you still want to know how to claim your maximum benefit. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.
Age 5 to 55: What Your Kids Need to Know About Finances
You taught your kids how to tie their shoes, to look both ways before crossing the street, and countless other lessons. But what have you taught them about money? Many parents may feel uncomfortable talking about the subject with their children, no matter how old they are. But, there are important lessons to teach your children about finances at any age.
Retirement & Inflation
We saw increased government spending due to COVID, and will likely see more in the next few years, leading to more debt. Some economists theorize that this could lead to increased inflation, in the short-term, or the long-term. You may have already realized higher prices on the items you buy every week and be wondering if we’ll see the high inflation of the 1970s again.
The Four Major Retirement Challenges
Today’s retirees may be the richest the world has ever seen, but they also face some of the biggest challenges ahead. In other words, it’s the best of times, and it’s the worst of times.
Important Birthdays Over 50
When you are older, “and-a-half” birthdays start making a comeback. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income. To learn more about the impact your upcoming birthdays can have on your overall retirement, click the button below and download our guide!
The ULTIMATE 401(k) Guide
We all know that a 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how much you are paying in 401(k) fees.