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Baby Step 4 Savings Explained
Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...
Kelly Kranstuber
2 days ago6 min read
0
What is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional?
Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...
Whitaker Myers
Apr 283 min read
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STRS Early Retirement Option Announced
STRS announced an early retirement incentive for members with the defined benefit (also known as the BD Plan, which is the pension plan)...
Andrew Young
Apr 82 min read
7
Don’t Play ‘Retirement Roulette’
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
Ben Allen
Feb 255 min read
11
SEP IRA vs. Solo 401(k)
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...
Kelly Kranstuber
Jan 215 min read
39
The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries
The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.
Tim Hilterman
Dec 21, 20242 min read
77
Planning Ahead – 2025 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...
Andrew Young
Dec 9, 20243 min read
84
Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
Ben Allen
Nov 21, 20244 min read
259
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
David Gearhart
Sep 3, 20243 min read
185
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
Kelly Kranstuber
Dec 19, 20234 min read
198
Planning Ahead – 2024 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...
Andrew Young
Dec 7, 20232 min read
141
What successful retirees do
Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...
Jake Buckwalter
Nov 30, 20233 min read
197
The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...
John-Mark Young
Oct 4, 20236 min read
357
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
John-Mark Young
Jun 11, 20235 min read
182
YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
John-Mark Young
Jun 4, 20235 min read
214
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