Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.

While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.

Why is your 59 ½ birthday important? After all, you probably haven’t celebrated a half-birthday since you could count your age on one hand! Well, when you find out the financial opportunities that become available to you at 59 ½, you’ll want to break out the party hats and birthday cake again!

When you were younger, you probably remember putting pennies and quarters into a piggy bank to save up for a new toy or for something special. But saving for retirement over the course of your life will likely require you to invest what you save, not just put it away, for it to successfully support your retirement goals, and there are numerous retirement accounts out there for you to use or that you may have acquired over your lifetime. The key now is to fit all the puzzle pieces of your retirement together so that they provide you with what you need when you need it. But you can’t do that without first knowing how these retirement accounts work.

This guide for pre-retirees and recently retired individuals will act as a general playbook to inform you about the retirement accounts you may have access to and how to strategically use them.

In 2024, we saw a continuation of market turbulence, loosening of labor markets, and lighter inflation due to economic tightening from the Federal Reserve, yet a signal that they’ll start decreasing interest rates. Compared to a couple of years ago, you may have noticed higher prices on the items you buy every week and may be wondering if we’ll continue to see high inflation. While inflation may be coming down, as long as it is positive, prices are rising. Nobody can predict the future, so if you’re nearing

It’s a New Year, and that’s something to celebrate! This year is the year for a renewed focus on planning and preparation in the five key areas of retirement planning. These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2024 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.