What's the Point of Retiring?

It’s a question I've started asking myself. Sure, I’m 47 years old. I’m not set to retire for a while by society’s standards, but why should I stop doing what I enjoy? Many people hate working 9 to 5 and can't wait to retire. But, I love my job! I love getting up each morning and serving the needs of others.

Build More Wealth

It's no surprise that money is the biggest source of stress for Americans. In fact, a survey by the American Institute of CPAs found that more than half of Americans with debt say that it's negatively impacted their lives. If you want to take control of your finances, here are five easy tasks that can help get you moving toward financial health and growth.

IRA Misconceptions and How You Can Make the Informed Choice

Some IRA planning and investment strategies may appear easy to execute, but errors can lead to unexpected taxes or penalties, loss of the IRA’s tax-exempt status, and even disinherited beneficiaries. Where can things go wrong? Here are five common IRA misconceptions, as well as tips for making a more informed choice.

Should You Consolidate Your Retirement Accounts?

If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan.Why consolidate?Consolidating your retirement accounts offers several potential benefits:

After Accumulation

For years, you have tucked away a portion of your income, saving and investing along the way. But now that you’ve grown your assets, it’s time to start drawing on your accounts. While this may appear to be a simple matter of selling a particular stock, there is something of an art to taking distributions. Determining which assets to liquidate, and when to do so, requires careful analysis of

Benefits of Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, with a focus on providing a lifetime of income after your last paycheck.

Countdown to Retirement...At Retirement

Congratulations! After years of hard work, you've made it to retirement! Here are some things to consider to help keep your retirement running smoothly.

Countdown to Retirement...1 Year

You've almost made it! The finish line is clearly within sight! As your excitement grows surrounding your upcoming retirement, make sure you've reviewed these "to do" items to help you stay on track to reach your retirement goals! 

Countdown to Retirement...3 Years

At this point, retirement is clearly within reach. You are so close - just a few more years to go! Here are some items you should consider as your target retirement date draws nearer.

Countdown to Retirement...5 Years or More

There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. Here are some items to consider to help you stay on track for the retirement you envision.

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