How to Make Investment Selections in Your Retirement Plan

How to Make Investment Selections in Your Retirement Plan

By Margery K. Schiller, CFP® When thinking of investing for retirement, there’s many variables to consider. How to maximize earnings and minimize risk? In this article, Savvy Ladies volunteer Margery K. Schiller, CFP®, shares expert tips to make the smartest decisions...
Your Survival Guide to Unexpectedly Retiring Alone

Your Survival Guide to Unexpectedly Retiring Alone

By Amy Irvine, CFP®, EA, MPAS®, CCFC Retirement is an enormous transition in and of itself. Not to mention when you have to unexpectedly start that new chapter on your own. Retiring alone due to divorce or the loss of a spouse is overwhelming, to say the least. If...

What Expenses You Can Eliminate in Retirement

By: Jen Smith Are you about to retire and worried about how you will manage expenses during your golden years? You need to know your income might reduce after retirement! As we review retirement it is important to be considering your expenses. Americans aren’t saving...

Reaching Financial Independence On Any Income

By: Nadia Busseuil The movement is gaining popularity, but the news still hasn’t reached the majority of women. F.I.R.E. is an acronym that stands for Financial Independence Retire Early. Even if retiring early is not your main agenda, the premise of F.I.R.E. can help...

Roth IRA Conversions: The Time Is Now

By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion.  The government has run itself into an immense debt to give its citizens assistance, and the...
Retirement Contributions and College

Retirement Contributions and College

by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
Financial Wellness Checkup: How Healthy Are You?

Financial Wellness Checkup: How Healthy Are You?

Adapted from an article by Stacy Francis Especially in this tumultuous time, it’s important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget: Such...

Best Social Security Claiming Strategies For Working Spouses?

By: Michelle Petrowski, CFP®, CDFA Q: My husband retired from the military after 30 years of service. He turned 72 November 24, 2018. He receives his Social Security check, a check from the Veterans Affairs, and he also receives multiple pensions. I still work but I...

How Women Can Help Fill the Retirement Savings Gap

By: Michelle Petrowski, CFP®, CDFA There is certainly a gender gap issue that women face in pay, but there is also a larger one they face in retirement. Having left the workforce to raise families or care for aging parents, possibly having gone through a divorce and...