In October, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for those who are currently employed.
Sure, the stock market will fluctuate, but most people believe the market will be higher when they retire compared to where it was when they started saving. Historically, they are correct - But the taxation of these accounts can have you singing a very different tune.
The coronavirus has seeped into every aspect of our lives. If you recently retired, or you plan on retiring in the next few years, the virus most likely has you questioning if you are actually ready from a financial standpoint...
Planning for Retirement is never easy and going through the process is rarely simple. This can be further complicated by a significant age gap between couples.
Whether you’re on the cusp of retirement or you’ve been in retirement for a few years now, making the right financial moves is critical.
The Bucket Plan® Best Interest Process, a simple three-bucket approach to segment money based on purpose and time horizon.