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The steps you take today can prepare you for tomorrow. Take control of your retirement armed with insights, updates and strategies to help you have the retirement you’ve been working for.

Planning for Retirement

Weighing a Delay: The Considerations of Deferring Social Security Benefits

For those who can draw on other income sources, it may make sense to delay Social Security benefits until age 70. Discussing the optimal Social Security benefits for a married couple involves several variables to factor for.

August 2020
Planning for Retirement

Rethinking Social Security: The Impact of the 2020 Trustees Report

Projections indicate combined trust fund reserves will deplete in 2035. A reduction of payments is possible if Congress does not address the situation before then. You may want to stress test your financial plan now.

August 2020
Planning for Retirement

Fighting the Post-Career Blues: Finding Meaning After Retirement

While most people long for the days when they can kick back, sleep in, and have the freedom to do whatever they’d like, an unstructured lifestyle in retirement can present unexpected challenges.

February 2020
Planning for Retirement

Legislative Update: The SECURE Act and Elimination of the Stretch IRA

Just when we thought that we were going to finish out the year 2019 without any major tax law changes, some significant retirement savings reform legislation was signed by the President on December 20, 2019.

January 2020
Planning for Retirement

Retire and Stay Retired: Four Investment Mistakes That Can Send You Back to Work

If you’ve been a disciplined saver and taken advantage of tax-deferred plans, you’ve done a lot to get ready for retirement. And if you’ve been managing your accounts on your own and investing in low-cost funds over the last decade, you could be feeling especially good about the road ahead.

December 2019
Planning for Retirement

Understanding IRA Strategies for Retirement

Often, high-net-worth clients have accumulated significant wealth on a tax-deferred basis in individual retirement accounts (IRAs) and employer-sponsored retirement plans.

April 2019
Planning for Retirement

Qualified Charitable Distributions: A New Strategic Approach

A Qualified Charitable Distribution (QCD) is a transfer of funds from an Individual Retirement Account (IRA), made payable to a charitable organization.

October 2018
Planning for Retirement

Health Insurance in Retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before.

April 2018
Planning for Retirement

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement.

April 2018
Planning for Retirement

Investment Planning throughout Retirement

Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.

April 2018
Planning for Retirement

Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

April 2018