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Retirement Planning

Are More Changes Ahead for Retirement Savings? By Brendan T. Hayes

Posted August 3, 2022

Since Congress first passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019, it has been working on a secondary package of regulations to further expand taxpayers’ access to workplace retirement plans and improve their financial security during their golden years. The proposed regulations, commonly referred to as Secure Act 2.0, […]

You’re Never too Young to Begin Estate Planning By Jessica Pendergraft, CFP®*

Posted May 19, 2022

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Claiming Social Security After the Loss of a Spouse By Kathleen Marteney, CRPC

Posted May 3, 2022

According to the Social Security Administration, Social Security retirement benefits replace, on average, 40 percent of an individual’s pre-retirement income. As a general rule, the longer you wait to begin claiming these benefits, the larger the monthly benefit you will ultimately receive. While this principle seems simple enough, the types of benefits and claiming strategies […]

Women Need to Plan for their Long-Term Care By Olga Ismail

Posted March 24, 2022

No one wants to think about spending their golden years in a nursing home or with round-the-clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to the U.S. Department of Health and Human Services, someone turning age 65 today has an almost 70 percent chance of […]

It’s Not too Late to Reduce your 2021 Tax Bill By Lee F. Hediger

Posted March 16, 2022

Your income-tax liabilities for a particular year generally are set by the time the clock strikes midnight on December 31. However, there are some last-minute moves you can make in the New Year to reduce your tax bill before the individual income tax filing and payment deadlines in April. Max Out Retirement Savings Opportunities You […]

Social Security Announces Significant Cost of Living Increase for 2022 By Lee F. Hediger

Posted January 4, 2022

Social Security recipients are receiving a 5.9 percent increase in benefits for 2022, marking the largest cost of living adjustment (COLA) in 39 years for the nation’s retirees and special needs children and adults. With this adjustment, more than 64 million retirees will begin receiving $1,657 in Social Security benefits per month beginning in January […]

Age is More than A Number When Planning for Retirement By Sean Deviney, CFP®*

Posted December 8, 2021

After years of diligent saving, you probably built a significant nest egg to afford a comfortable retirement, but that doesn’t mean you’re ready to put your feet up and coast through your golden years. Preparing for retirement requires having a plan in place to address your spending habits, rising health care costs, changing tax laws […]

Where You Put your Money Matters By Robert Mark Weiss, CFA

Posted September 23, 2021

Novice investors often use the terms saving, investing and speculating interchangeably.  However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]

Your 401(k) Is Not an Emergency Savings Account By Olga Ismail

Posted August 12, 2021

Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself – both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have the potential to grow […]

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