by Kirby Mack | May 15, 2022 | Retirement Planning
Retirement planning can be stressful because there are a lot of things to keep track of. Some of the steps that often get overlooked are announcing to your employer that you are going to retire, deciding when to take Social Security, and figuring out a plan for your...
by Asset Strategy | May 9, 2022 | Investing, Retirement Planning
There’s a lot of investing advice out there, but how do you know what’s right or what’s right for your specific situation? The rules can change a bit when you get closer to and enter retirement, and the world of investing is constantly changing. There’s a lot to know...
by Kirby Mack | May 2, 2022 | Financial Planning, Retirement Income, Retirement Planning
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 might not last as long as you’d like it to. The pandemic and resulting...
by Asset Strategy | Apr 11, 2022 | Estate Planning, Financial Planning, Retirement Planning, Taxes & Tax Planning
Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex...
by Asset Strategy | Apr 4, 2022 | Financial Planning, Retirement Planning, Social Security
Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security...
by Asset Strategy | Feb 28, 2022 | Retirement Income, Retirement Planning
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how...
