Retirement is when you have enough money that you don’t have to go to work anymore.
Many people think retirement has to happen after they are 65 (for Medicare
As financial planners, we have a lot of conversations about retirement. One question that we love to ask is “When do you plan on retiring?” We hear many
Below are a few things that you may find helpful if you consider retirement soon. It is important for your tax professional and financial professional to work
Do you recall the mnemonic “Please Excuse My Dear Aunt Sally?” Many of us learned in our elementary school math class that the correct order in which certain
I don’t know if you have been paying attention, but housing prices have fallen for the first time since 2012. Earlier this year, the Federal Reserve started
According to a report by Forbes Advisor (Tretina, 2022), the average retirement age in Pennsylvania is 64 years old. Why don’t people retire earlier? Some
When meeting with prospective clients, we often hear, “I made too much last year, and my Social Security payment went down.” While a decreased Social Security
A recent study projected that around $72 trillion in assets would be transferred to heirs by 2045 (Cerulli Associates, 2022). In 2023, the federal estate gift
A Roth IRA can be a great vehicle to save money for retirement. The backdoor Roth IRA contribution is a way to fund a Roth IRA if your income disqualifies you
Let’s imagine that you are 61 years old and ready to retire. You put in your notice, and on January 1, 2023, after 40 years of working, you will retire! You