by Stephanie Goulette | Dec 1, 2020
Home » Projects December Highlight: IRA and Retirement Plan Limits for 2021 Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution...
by Stephanie Goulette | Jul 2, 2020
Home » Retirement Planning July Highlight: Retiree Confidence Drops in 2020, As Some Workers Worry The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020. After completing its...
by Stephanie Goulette | Jan 30, 2020
Home » Projects February Highlight: Reaching Retirement: Now What? Reaching Retirement: Now What? You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to...
by Stephanie Goulette | Oct 1, 2019
Home » Retirement Planning October Highlight: Deciding When to Retire: When Timing Becomes Critical Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated...
by Stephanie Goulette | May 6, 2019
Home » Retirement Planning Annuities and Retirement Planning You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out your contributions...
