Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
National Lab 401k Plans
Once you retire, you have a couple of options for the management of your 401k retirement savings. We are well versed with these options and very familiar with National Lab 401k accounts. Our team can also help you rollover the assets to an IRA for a greater selection of investments and personalized service. Schedule a free 401k consultation below!
Early Retirement from the Site
If you are considering an early retirement, you will need to plan for things like retirement income, health insurance, and a potentially longer than expected lifespan. We know special tax provisions and social security strategies that can help you make the early retirement leap with confidence.
Taxes in Retirement
Many fail to create a tax strategy in retirement and end up surrendering a lot of their hard earned savings to the IRS. We help our clients optimize their withdrawals, charitable contributions, and required distributions so they can hold onto more of their retirement nest egg.
Debt
Excessive or High-Interest debt can derail your retirement plan if not managed correctly. Our planning software can help you create a plan to pay it off efficiently and prevent it from detracting from your goals.
Long-term Care
About 70% of Americans over age 65 will need some form of long-term care at the end of their lives and it won't be cheap. We help our clients make a plan to finance this big expense so they don't have to rely on family to take care of them.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.