Skip to content

Posts Archive

Pre-Retirement

Considering an Offer to Retire Early: Should You Take It?

January 29, 2018
, ,

What is it? In today’s corporate environment, where cost cutting, restructuring, and downsizing are the norm, many employers are offering their employees early retirement packages. As you near retirement age, you may find yourself confronted with an offer from your employer for early retirement. Your employer may refer to the offer as a golden handshake…

Read More

How to teach your kids the value of saving for retirement — before it’s too late

December 29, 2017
, ,

Written by Bruce Yates, Matt Boelter, and Joe Erickson, CPA Original Article can be found here.

Read More

Financial Planning Issues for New Parents

December 18, 2017
,

What is it? As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You’ll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child’s future with a…

Read More

Investment Planning throughout Retirement

November 27, 2017
, , ,

Introduction Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you receive promotions and/or pay raises; those increases offer some protection against rising costs caused by inflation. While…

Read More

Life Insurance at Various Life Stages

October 9, 2017
, , ,

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let’s look at how your…

Read More

Am I Having Enough Withheld?

September 4, 2017
,

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, you may…

Read More

Evaluating a Job Offer

August 21, 2017
,

If you’re considering changing jobs, you’re not alone. Today, few people stay with one employer until retirement. It’s likely that at some point during your career, you’ll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new…

Read More

Understanding Defined Benefit Plans

August 14, 2017
, , ,

You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you understand the role a defined benefit plan might play in your retirement savings strategy, here’s…

Read More

Estimating Your Social Security Benefits

February 20, 2017
,

What is estimating your Social Security benefits? Estimating your Social Security benefits is particularly important when you are planning for retirement, although you may be interested in estimating survivor’s benefits or disability benefits as well. When planning for retirement, you should neither overlook nor overstate the value of your Social Security benefits. Predicting the future…

Read More

Get In Touch

Share On Social Media