Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look. In this video, we lay out 5 steps you need to make before you tell the boss goodbye: 1. Decide when to claim Social Security Learn More
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According to the Bureau of Labor Statistics, the average annual expenses for people 65 plus in 2021 was about $52,141.00, which works out to about $4,345 a month. But as we talk about here, no two people are alike, so figuring out how much money YOU will need depends on your lifestyle and your unique Learn More
Many people worry that taxes will increase once they retire, but will that actually be the case? In this video, we break down 4 key reasons why your taxes might go up in retirement, and a few thoughts on how you can plan to manage it. Key Takeaways: **Successful Saving: Large withdrawals from pre-tax retirement Learn More
The 2.5% cost of living adjustment reflects a steady decline in inflation. However, it looks like the standard Medicare Part B premium is going up almost 6%! That likely doesn’t mean you’ll see a smaller Social Security check in January, but if you’re wondering how this will affect you we will walk through the following Learn More
In this video we look at an example of what the tax impact could be if someone were to withdraw a substantial amount of money from an IRA to pay for long term care. Many people, if not most people, that have done a great job of saving for retirement have most of their money saved Learn More
In this video I am sharing a sample case which is based on a couple that I have been working with recently. He is 65 and she is 67, and they have $500,000 saved in their retirement accounts. They would like to retire now. We’ll take a look at their current situation and the strength of Learn More
Recently, on his popular show, Dave Ramsey, a well-known, “financial expert” dismissed the common advice to withdraw only 4% of your retirement savings annually as “moronic,” advocating instead for an 8% withdrawal rate. In this video, we talk through whether and when an 8% withdrawal rate makes sense. Here’s the answer: yes, it might make sense. Learn More
In this video I’m sharing what you need to know about the rule of 55. If you are planning to retire early or if you leave your job prior to age 59.5 you might be able to access the funds in your 401(k) without having to pay the 10% penalty.I will go over the rules Learn More
To design your ideal retirement, you need to start with a few specific questions… and if you’re married, make sure you do this exercise together!In this video, we walk through what you should consider when answering these vital questions:1. When do you want to retire?2. Where do you want to live when you’re retired?3. How Learn More
In this video we share some of the important things to consider before doing a Roth conversion. Some of the things we discuss include whether you should do a Roth conversion or not. If so, when should you do a Roth conversion? How much should you convert? With taxes set to increase in 2026 this is Learn More
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