May 27, 2023 May 27, 2023Do Women Have Unique Retirement Planning Challenges?Women have unique retirement planning challenges including..
March 12, 2023 March 12, 2023Has the Required Minimum Distribution (RMD) Age Increased to 73?The RMD age has increased to 73 for certain individuals. You have to be..
March 1, 2023 March 1, 2023Can I transfer stock instead of cash to meet an RMD requirement?Stock can be used instead of cash to meet a required minimum distribution
February 21, 2023 February 21, 2023What are the legal issues you should consider when planning for retirement?There are a number of legal issues you should consider when planning for retirement including...
January 12, 2023 January 12, 2023How do you determine an appropriate level of savings and income?We will take into account any employer-sponsored retirement...
January 12, 2023 January 12, 2023Will my retirement income be enough for me to retire?We will start by estimating your expenses in retirement, including...
January 12, 2023 January 12, 2023What happens if I have unexpected expenses, such as health care or long-term care needs?Health care costs and long-term care needs are best handled...
January 12, 2023 January 12, 2023Should I take social security income at age 62?In order for us to answer this question, we will look into your...
January 12, 2023 January 12, 2023How will you consider taxes when coming up with my plan?Our retirement plan will include tax planning. If we can...
January 12, 2023 January 12, 2023How do you factor inflation and market downturns when creating a plan?There are many software models that evaluate inflation and market...
January 12, 2023 January 12, 2023How can a FEE-ONLY adviser review and update a retirement plan?Of course. If you are unsure whether your retirement income will...
January 12, 2023 January 12, 2023How do you work with clients to create a retirement plan?Although many financial advisers and brokerage firms use online...