Will Updated I.R.S. Tables Create an Opportunity for Retirees?

If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.  Next year, the Internal Revenue Service plans to update the life expectancy tables used for the calculation of required minimum distributions, or RMDs – the annual withdrawals you are asked to make from certain kinds of retirement plans…read more….

Retirement In Sight – Nov 2021

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1, 2020, it altered rules for retirement accounts with a goal of helping both retirees and pre-retirees….read more….

Retirement Questions That Have Nothing to Do With Money

Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement… read more….

Monthly Economic Update – Nov 2021

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while the Standard & Poor’s 500 Index rose 6.91 percent…read more….

Retirement Seen Through Your Eyes

How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow….read more….

Retirement In Sight

Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however, have increased….read more….

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life…read more….

Monthly Economic Update

The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The Dow Jones Industrial Average fell 4.29 percent… read more…

The Shred Party

If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients….read more….

Retirement In Sight

Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 How America Saves report, just 15% of retirement savers do….read more….