retirement Archives - Page 4 of 5

Financial Goals for Your 30th Birthday

jmuch2020-02-21T10:21:42-06:00February 21, 2020|Categories: Resource Center|Tags: financial planning, retirement|

Financial Goals for Your 30^th Birthday

The years between 20 and 30 can be some of the most exciting – and challenging – times in life. But what really matters when it comes to the financial lives of young investors? To help simplify things a bit, we created a resource that details 8 financial goals for investors to accomplish before their 30th birthday. If you’re under 30, how are you doing on the list? If you are over 30, how are the young investors in your life doing? Take a look. http://bit.ly/8-goals-for-30

The SECURE Act: 3 Key Takeaways

jmuch2020-02-07T09:38:17-06:00February 7, 2020|Categories: Resource Center|Tags: retirement|

The SECURE Act: 3 Key Takeaways

By many estimates, the SECURE Act was the largest retirement reform bill since 2006. But at 18,000 words long, most investors haven’t had time to sit down and read it yet. The good news is, we just finished an article that details three key takeaways from the act, and you can get your copy now. http://bit.ly/secure_act_2020

Estate Strategies – Critical Elements of an Estate Plan

jmuch2019-12-12T10:06:31-06:00December 12, 2019|Categories: Resource Center|Tags: estate planning, retirement, wealth management|

Estate Strategies – Critical Elements of an Estate Plan

Taking steps to help protect your estate is an important financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Take a look at some important details to address when creating your own estate plan in our new piece. http://bit.ly/354S5aW

The Financial Considerations of Gifting

jmuch2019-11-08T12:09:56-06:00November 8, 2019|Categories: Resource Center|Tags: estate planning, gifting, retirement|

The Financial Considerations of Gifting

The holidays are just around the corner and 2019 is coming to a close. If financial gifting around the holidays is on your to-do list, we invite you to grab a copy of a recent article we published. http://bit.ly/2oSvajh

Getting Strategic with Social Security

jmuch2019-09-25T13:45:38-05:00September 25, 2019|Categories: Resource Center|Tags: retirement, social security|

Getting Strategic with Social Security

While social security should be just a portion of your overall retirement strategy, it’s an important part to get right. Grab a copy of our new resource that provides information on how the Social Security system works and strategies for getting the best benefit possible. http://bit.ly/2mbu0xF.

Thriving in the Gig Economy

jmuch2019-06-21T10:14:03-05:00June 21, 2019|Categories: Resource Center|Tags: insurance, investing, retirement, women|

Thriving in the Gig Economy

Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0

59 ½. Why is this age so important?

jmuch2019-05-16T09:47:16-05:00May 16, 2019|Categories: Resource Center|Tags: retirement, social security|

59 ½. Why is this age so important?

If you’re 59½ and believe you’re not financially equipped for retirement, there’s still hope. The IRS grants those at that age special allowances to help bolster their retirement savings. Learn more about how to build your retirement savings before it’s too late. http://bit.ly/59andahalf.

Budgeting & Beyond

jmuch2019-04-11T09:31:51-05:00April 11, 2019|Categories: Resource Center|Tags: financial planning, retirement|

Budgeting & Beyond

Ready to get serious about budgeting?

Read this article first where we share 4 pro tips that we’ve learned over the years. http://bit.ly/budgetingandbeyond

Apps and Life Hacks

jmuch2019-03-29T10:16:13-05:00March 29, 2019|Categories: Resource Center|Tags: financial, retirement|

Apps and Life Hacks

While tax season has nearly come and gone, it’s always nice to have a few ideas to help you close out the current tax season and plan for next year. We’ve curated a few of our favorite apps and life hacks that can help you get and stay organized. And, if you enjoy this piece (or if you’re not a technology buff), we hope you’ll share it with someone who is. http://bit.ly/appsandhacks

6 Steps for Early Retirement

jmuch2019-03-07T14:35:29-06:00March 7, 2019|Categories: Resource Center|Tags: financial planning, investment, retirement|

6 Steps for Early Retirement

We’ve gotten a lot of questions recently on what it takes to retire early. While leaving the workforce may sound appealing, the people we work with want to make sure they have enough money saved and their portfolio is positioned for the road ahead. Here are the 6 steps every investor should take before considering early retirement https://bit.ly/2SIqwgT.