by Robert Sechrist | Jul 3, 2023 | retirement
Key Points: The classic notion of retirement planning is a measure of savings and time. “Longevity” planning is a more complete framework, said Joseph Coughlin, director of the MIT AgeLab. Americans overlook many important aspects of old age. They include...
by Robert Sechrist | Jun 26, 2023 | retirement
By Sean Williams – Jun 4, 2023 at 3:44AM KEY POINTS Social Security income plays a role in helping nearly 90% of retired workers cover their expenses. Your claiming age can have a sizable impact on what you’ll receive each month from Social Security. A...
by Jason Sechrist | Jun 8, 2023 | retirement
How to Easily Understand Payout Rules Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions. With the passage of the SECURE Act, there have been changes in required payouts for beneficiaries on...
by Jason Sechrist | Jun 1, 2023 | retirement
Here are 4 key tips for mapping out a game plan KEY POINTS Retirement confidence among both workers and retirees is dropping due to a lack of savings and high inflation, new research finds. If you’re approaching retirement, there are some key decisions to make that...
by Jason Sechrist | May 18, 2023 | financial planning, retirement
The mental calculus of reaching your retirement savings goals can be exhausting. What is the right retirement age? How long will your nest egg cover your retirement expenses? Will your retirement plan give you enough annual income in retirement? These are important...
by Robert Sechrist | Apr 24, 2023 | blog, retirement
It’s never too late to start laying the financial groundwork for your future “In a perfect world, we would all begin saving [for retirement] from the time we receive our first paycheck,” says Nicole Gopoian Wirick, a certified financial planner (CFP) in Birmingham,...
