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.  
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...
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...
When and Why You Should Update Your Will
Preparing a will is the best way to be certain your property is distributed according to your wishes. What many people don’t realize is that keeping your will up to date is as important as having a will. That is why the  Virginia Society of CPAs...
Eight Retirement Savings Mistakes To Avoid
Effective retirement planning is often equated with making good decisions, but avoiding common mistakes can be equally important, reports the Virginia Society of CPAs . Just one or two things done incorrectly can set you back in achieving your...
How Much Do You Need To Retire?
Determining how much money you need for retirement is a highly personal and complex decision. It depends on a number of factors, including the retirement lifestyle you desire, your target retirement age, and your life expectancy, reports the...
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Make Retirement Saving a Goal This Year
Money can’t buy happiness, but it can help fund a comfortable retirement. The beginning of the new year is an opportune time to get serious about saving for retirement. The best way to do this is by setting specific goals, reports the Virginia...

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