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Retirement Insights

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Social Security
Beneficiary Reviews: A Crucial Part of Your Estate Planning Nov 24, 2020

Beneficiary Reviews: A Crucial Part of Your Estate Planning

No matter what age you are, it is important to review your estate plan periodically.

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Social Security
Community Property Vs. Separate Property Nov 17, 2020

Community Property Vs. Separate Property

Let's discuss a commonly overlooked strategy that is very simple to execute and could save a retiree quite a bit in taxes in the right situation. If you live in a community property state, such as Texas, and are married, this might apply to you.

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Social Security
Manage Your Tax Strategy with Systematic Partial Roth Conversions Nov 10, 2020

Manage Your Tax Strategy with Systematic Partial Roth Conversions

Systematic Roth conversions are very advantageous to some in retirement but takes some analysis of the unique tax situation of each person.

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Social Security
Health and Well-Being in Retirement Nov 03, 2020

Health and Well-Being in Retirement

As we plan for longer retirement periods for our clients a reoccurring conversation that we have is around the subject of health and long-term well-being in retirement.

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Social Security
6 Questions to Ask Your Employer About Your Retirement Oct 28, 2020

6 Questions to Ask Your Employer About Your Retirement

There’s plenty you need to know about your retirement. Sometimes, it’s tough to know where to begin.

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Social Security
Maximizing Your Guaranteed Income Streams in Retirement Oct 20, 2020

Maximizing Your Guaranteed Income Streams in Retirement

When you start planning for your retirement, the biggest question most people have is, “Will I be able to outlive my money in retirement?”

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Social Security
Have You Lost the Employer Match? Other Ways to Make the Most of the After-Tax Provisions of Your 401(k) Plan. Oct 13, 2020

Have You Lost the Employer Match? Other Ways to Make the Most of the After-Tax Provisions of Your 401(k) Plan.

It’s important to know that losing the employer match, for those who are highly compensated, does not have to significantly alter your retirement savings rate.

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Social Security
A Key to a Successful Retirement: Analyze Your Projected Spending Oct 06, 2020

A Key to a Successful Retirement: Analyze Your Projected Spending

How much will you spend in retirement? It's a difficult question to answer but read on for some tips that may help you.

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Social Security
Retiring Early, Part II: The Affordable Care Act Sep 30, 2020

Retiring Early, Part II: The Affordable Care Act

In the second part of our two-part series, we'll explore the Affordable Care Act, its costs and what it might mean for you if you retire early.

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