For nearly nine decades, Social Security has served as a cornerstone retirement program, but demographic shifts and fiscal pressures have raised questions about its long-term viability. While this federal program remains crucial for millions of Americans, it...
Kevan shares his thoughts about the people you need on your team in order to build a great retirement plan. Article originally appeared on Kiplinger.com written by Brian O’Connell and can be accessed by clicking here. Too many Americans aren’t financially ready...
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? (3) What percentage of your...
Are you approaching retirement and wondering how to make the most of your hard-earned money? Look no further. In this article, we will explore powerful strategies for maximizing tax efficiency in retirement, helping you keep more money in your pocket and enjoy the...