There's Still Time to Contribute to an IRA for 2015
It’s not too late to make an IRA contribution for 2015. Better still, it may be tax deductible! Learn more in this week’s Financial Tip.
Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
Early Retirement Considerations
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
Saving for Retirement Without an Employer-Sponsored Plan
Our experts explore saving for retirement when an employer-sponsored plan is not available.
What is Vesting?
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.
Changes to Social Security Claiming Strategies
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
When is the best time to begin claiming Social Security benefits?
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
What is a phased retirement?
Afraid you’ll be bored in retirement? Consider a phased retirement by slowly adjusting your work patterns. Read all about it in this week’s Financial Tip.