Blogs

Four Ways to Use “Excess” RMDs

If you expect your Required Minimum Distribution to exceed your expense needs in 2021, consider these four ways to put your extra proceeds to use before year-end.

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The Biden Tax Plan and Your Retirement

In this video Charlie Jordan previews pending tax legislation in Congress and how it could impact your retirement.

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Retiring Soon? Ask Yourself These Four Questions about Your Charitable Giving

If charitable giving will be an important part of your retirement, here are four questions to ask yourself as you approach giving in this next phase of life.

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You’ve Just Sold Your Business for Millions. Now What?

couple at breakfast

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement.

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From Office to Awesome

You've probably dreamed of it, but then there's the reality. What happens when you make the leap from a secure job in corporate America to become an entrepreneur?

 

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Retiring Well Book Club: The Sudden Caregiver: A Roadmap for Resilient Caregiving by Karen Warner Schueler

Caregiving is a responsibility that, while difficult, most take on willingly in support of the ones that they love. It is also often a major disruption to life and financial plans. This book addresses how to make that transition if called upon suddenly and offers guidance for making prudent plans in anticipation of future needs.

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Planning for Retirement: Using vs. Spending Wealth

A small shift in mindset can bring a higher level of life satisfaction, prioritization, and reduced anxiety around your retirement cash flow.

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Elements of Retirement: Home

The Home element encompasses more than just the physical structure where we reside.  Our memories, desires, and goals can all influence how we approach our housing choices.

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Elements of Retirement: Health

Health is one of the foundational elements to life satisfaction in retirement. It not only determines how long we live, but it can also have a direct effect on our quality of life along the way.

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Signing Up for Medicare Soon? Keep These 3 Rules in Mind if You Own a Health Savings Account

If you are nearing Medicare enrollment and own a Health Savings Account, keep these three rules in mind to ensure you make the most of your HSA while avoiding potential Medicare enrollment pitfalls.

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