Retirement Reports

A Guide to SECURE Act 2.0

February 9th, 2023

New laws are changing the landscape of retirement – again. SECURE Act 2.0 consists of more than 90 retirement provisions, including changes to RMDs, catch-up contributions, Roth accounts, and college […]

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Why It’s Going to be a Great Year

January 12th, 2023

2022 was a good year. I’m serious. I know, I know. There was a market correction, interest rates pushed borrowing costs to levels we haven’t seen since 2008, and inflation […]

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Take the Surprise out of RMDs

December 15th, 2022

You’ve spent decades saving for retirement, likely taking advantage of tax-deferred accounts like 401(k)s or traditional Individual Retirement Accounts (IRAs). These are great ways to save, but knowing the rules that come along […]

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Legacy Planning: Revocable Trust vs. Irrevocable Trust

November 10th, 2022

Many people believe that a trust is only for the wealthy. In reality, many families and individuals could benefit from some type of trust. The key is identifying which type […]

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Year-End Tax Planning Strategies

November 3rd, 2022

Tax planning is an essential component of a customized retirement plan. We’ve seen first-hand how long-term tax planning strategies can increase your retirement savings. That’s why we are talking about and planning for taxes […]

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Retiring With a Pension? Interest Rates are Impacting Your Lump Sum

October 20th, 2022

Attention pension plan owners! This information is for you. As interest rates are rising, pension plan lump sum payouts are decreasing. Have you run your calculations lately? You may have noticed […]

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Retirees to Receive Historic Social Security Pay Raise

October 13th, 2022

Social Security beneficiaries are getting a historic benefit increase. The Social Security Administration announced today that they will receive an 8.7% cost-of-living adjustment (COLA) starting in 2023. The average Social […]

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A Look at the History of Social Security as COLA Bump Nears

October 6th, 2022

Any day now, retirees should find out what their Social Security raise will be for 2023. Experts are predicting the highest Cost of Living Adjustment (COLA) in 40 years, thanks […]

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Medicare Part B Premium Will Decrease in 2023

September 29th, 2022

It’s not very often that we get to tell you about the cost of something going down, but today is that day! The government announced this week that the standard […]

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7 Reasons People Retire Earlier Than Planned

September 22nd, 2022

For 32 years, the Employee Benefits Research Institute has been surveying Americans about retirement. Here are the top seven reasons people stopped working sooner than planned from the 2022 Retirement Confidence Survey. #1 […]

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