Retirement & Estate Planning

Get help calculating how much you will need to retire, understanding mutual fund fees, deciding when to collect Social Security and writing a will.  
Live Well in Retirement
Are you concerned about being able to pay for a secure and happy retirement? The good news is that there are many costs that retirees typically don’t face, such as commuting to their job, buying a business wardrobe or saving for their...
Avoiding the Penalty on Early Retirement Plan Withdrawals
The money that you’ve built up in a retirement savings account can look awfully tempting at times, particularly in an uncertain economy. If you feel you have no choice but to withdraw from a retirement account, you may find that it’s...
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Making Your Savings Last Through Your Golden Years
The good news: we’re all living longer. The bad news: we’re all going to have to come up with a way to pay our living expenses for our longer lives. How do you make sure your retirement income lasts as long as you do?   There’s...
5 Things Every 401(k) Fiduciary Should Know
By Craig M. Stanley, CPA, QPFC As the Department of Labor (DOL) continues to increase their oversight of 401(k) plans, as well as the number of auditors on staff to enforce this oversight, now is a great time to give yourself and your 401(k)...
Retirement Planning Options for the Self-Employed
More than 9 million self-employed people are not covered by a retirement plan, according to the U.S. Small Business Administration . Many of these people are business owners who may be hoping to retire on the profit they will make from selling...
Retirement Account Tips: Taking the Worry Out of Your Future Finances
Retirement Account Tips: Taking the Worry Out of Your Future Finances More than a quarter of U.S. workers say they’re “not at all confident” about their ability to afford a comfortable retirement. That statistic has reached its...
Financial Considerations for Retirement Location
This year, the first of the nation’s 78 million baby boomers will begin turning 65. Once they stop working and no longer need to live in their current location for professional reasons, many retirees consider pulling up stakes and moving...
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Converting to a Roth IRA: Is it Right for You?
Roth IRA conversions have been a hot topic this year. New rules have made 2010 the first year that there is no income limit for Roth IRA conversion eligibility. Because of that, many taxpayers have access to a Roth IRA for the first time. How do...
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Do Your Retirement Plans Need Retooling?
Where does your retirement plan stand? Although this phase in everyone’s life looms in the future, many people fail to set aside the money they will need to fund a healthy and happy retirement. Others who have saved diligently over time may have...
When You Need Cash In Retirement
Last year’s stock market declines took their toll on many Americans, but those in retirement were among the most affected. After saving diligently, most people probably believed they could now safely enjoy their post-career years, but market...

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