Category Archives for "Retirement Planning"

Aug 22

Four Components of Retirement Planning

While many of us diligently save each month in an employer-sponsored retirement plan such as a 401(k) or 403(b) or an IRA option such as a Traditional or Roth, do we really understand what we are saving for? While each person will have their unique answer to this question and personal goals, we are all […]

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Jul 25

One of the Best Retirement Savings Vehicles You May Not Know About

One of the best retirement savings vehicles that many people may not realize is a Healthcare Savings Account (HSA).  An HSA is a tax-advantaged account created for individuals who are covered under high-deductible health plans (HDHPs) to save for medical expenses that HDHPs do not cover. Rather than using these accounts for current medical costs, […]

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Dec 18

The Hybrid Retirement Plan Solution

One of the most overlooked but critical aspects of savings or achieving any financial related goal is determining why you want to save.  That may sound simple, but let me give you an example.  Client: I want to retire at 55.  Me: Why?  Client: I hate my job. Me: What will you do in retirement, […]

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Oct 02

4 Retirement Account Options After a Job Change

According to The Balance Careers, the average person today changes jobs 10 to 15 times during his or her career. One critical factor that people should decide on in conjunction with a job change is what to do with their employer-sponsored retirement plan. Most often these are 401(k) or 403(b) accounts. There are four potential options to consider on how to […]

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Sep 11

4 Steps to Set Up the Retirement that You Envision

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to […]

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