Retirement Planning Information

Retirement after Coronavirus

5 Jun 2020 -

Since the coronavirus hit, 54 percent of adults surveyed in the United States say they’d like to continue working in retirement.

2019 IRA Contribution Deadline Has Been Extended

28 May 2020 -

Making a last-minute contribution to an IRA may help you reduce your 2019 tax bill. If you qualify, your traditional IRA contribution may be tax deductible. And if you had low to moderate income and meet eligibility requirements, you may also be able to claim the Savers Credit for 2019 based on your contributions to a traditional or Roth IRA. Claiming this nonrefundable tax credit may help you reduce your tax bill and give you an incentive to save for retirement. For more information, visit

Social Security and Coronavirus

11 May 2020 -

According to the SSA and the IRS, the monthly Social Security payments will continue as normal but there will be one change.

Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.

Social Security Retirement Age

28 Apr 2020 -

Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.

A Wealthy Retirement

27 Mar 2020 -

We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.

When to Retire

13 Mar 2020 -

All of us will, at some point in our lives, stop working, and when that happens, either we will be prepared, or we will be faced with serious difficulty.

What Millennials Can Expect When They Retire

2 Mar 2020 -

Compared to Boomers who are moving into retirement now, the first wave of Millennials who will be retiring in 2050 could be facing a much bleaker future

Saving for Retirement

27 Feb 2020 -

Most Boomers are unprepared for retirement, even as they approach it or enter it. Amazingly, barely 1 in 10 has enough saved up.

The Current State of Retirement

14 Feb 2020 -

There's a sea change happening in how the American population is retiring. It’s shifted from most retiring in their sixties to a trend of working as long as possible.

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