Retirement Planning
3 Times You Should Claim Social Security Benefits Early — and 3 Times You Shouldn’t
After spending your entire working life paying into the Social Security System, selecting the best time to claim benefits will have a lasting impact throughout your retirement years. Learn the…
Read MoreThinking about a Roth conversion? If you have an IRA, consider this ‘bear market bonus’
The benefits of Roth IRAs cannot be overstated, and this year’s market downturn may be an opportune time to take advantage of the benefits that a Roth Conversion has to…
Read MoreDoing These 3 Things Right Now Will Make Your Road to Retirement Much Smoother
No matter how close or far retirement seems to you, each passing day brings you closer to your retirement. Here are three action items you can do right now to…
Read MoreGood News for Retirees: Spending Falls Over Time, Study Finds
According to a new working paper by Susann Rohwedder, spending on leisure activities trends downward the further one gets into their retirement. With overall spending trending upwards due to inflation,…
Read MoreWant to retire early? Answer 1 question first, says financial planner
We all dream about having an early retirement, and for some people that dream can be a reality. In this article, you’ll see the 4 pillars of how to meet…
Read MoreRetirement Planning Tips for the Self-Employed
Without the support of an HR department, retirement planning as a self-employed individual can be more difficult according to this Entrepreneur article. Enjoy this complimentary download: By submitting…
Read MoreWednesday Q&A: Are Roth Conversions Worth the Upfront Cost?
Are Roth Conversions Worth the Upfront Cost? Tax laws can be ever-changing, but have you considered implementing tax-efficient strategies in your retirement plan? Gregory and Jude discuss how utilizing Roth…
Read More5 Steps Retirees Need To Take Now To Avoid Paying Too Much In Taxes
We’ve been told that you should always be saving money, but according to an article written by TravelAwaits, the how and where you save is equally as important. …
Read MoreWednesday Q&A: How Much Do Lottery Winners ACTUALLY Take Home?
How Much Do Lottery Winners ACTUALLY Take Home? With the recent $1.2 BILLION WIN in Illinois, Gregory and Jude discuss the tax ramifications of winning the lottery and some best…
Read MoreWednesday Q&A: How Do We Know the Market WILL Bounce Back?
How Do We Know the Market WILL Bounce Back? With all this market volatility, how do we know the market will rebound? In this video, Gregory discusses how he utilizes…
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