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Category: Financial Planning

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Financial Planning Retirement Income Planning Retirement Planning Videos

 Social Security Maximization

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Financial Planning Retirement Income Planning Retirement Planning

How Much Do You Need to Save for Retirement?

While $1 million is sometimes cited as the ideal number for retirement savings, this assumes a one-size-fits-all approach to retirement planning. Everyone’s retirement goals are unique, and preparing for retirement […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Markets, Inflation, and Current Events

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Economy Financial Planning Retirement Planning

Have You Factored Inflation into Your Retirement Plan?

We’ve seen increased government spending due to COVID and significant increases in government debt. Some economists theorize that this could lead to increased inflation, and many claim that we are […]

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Financial Planning Retirement Planning

Will You Have to Retire Earlier Than You Expected To?

If you’re nearing retirement age and know you’re not financially prepared for retirement, your solution may be to work longer. While forgoing an early retirement can be prudent, your career […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

To Convert or Not to Convert

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Financial Planning

Is It Time to Spring Clean Your Financial House?

If you spring clean your house, why not take some time to spring clean your finances too? If you have a 401(k), IRA, or other retirement account, this is especially […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Empowered Retirement Radio Show 

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Financial Planning Retirement Planning

Don’t Forget About These Big Retirement Expenses

The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain […]

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Financial Planning Retirement Planning

Win the Retirement Lottery Without Winning the Lottery

There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, […]

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Financial Planning Retirement Income Planning Retirement Planning Videos

Happy Half Hour – Health Care Costs in Retirement

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Financial Planning Retirement Planning Taxes & Tax Strategies

More Time to File Taxes and Review Your Retirement Plan

Tax season is the perfect time to take stock of your overall finances and how they may have changed in the last year. And luckily for you, tax season is […]