by munnmorris | Dec 8, 2020 | Articles of Interest, Financial Planning, Long Term Care, Retirement
Retirement income typically comes from savings, an IRA, a 401(K) and Social Security benefits. However, enjoying truly rewarding golden years will prove much easier if you minimize your tax burden. Prudent tax strategies minimize the amount of money that is redirected...
by munnmorris | Jul 20, 2020 | Financial Planning, News, Retirement
Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in...
by munnmorris | Jul 17, 2020 | Financial Planning, Retirement
When you’re young, the idea of retirement is shrouded in idle thoughts of what you’ll do when you don’t have to work anymore. But while those fast approaching retirement may have a clearer view of what is to come, in some ways, they are just as unaware of what is...
by munnmorris | Dec 19, 2019 | Articles of Interest, Financial Journeys, Financial Planning, Life Status Change, Long Term Care, Retirement
Retirees have different ideas of retirement and what retirement means to them. Some of them may surprise you. Retirement is often looked to as a season to relax, to travel and make memories, and to spend time focusing on hobbies and projects you enjoy. However, what...
by munnmorris | Dec 19, 2019 | Articles of Interest, Financial Journeys, Financial Planning, Life Status Change, Long Term Care, Retirement
Our last article focused on how the new view of retirement may be different than most people suspect. And although the thought of working in another field, even part time, may be daunting, the possibilities are unlimited. If you are considering a new field while in...
by kevink | Dec 27, 2018 | Articles of Interest, Budgeting, Financial Planning, Helpful Resources, Retirement
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...
