Directory of Professional Retirement Planners
National Coverage
Local Professionals
The Advantage of Healthcare in Your Retirement Portfolio and its Costs
23rd November 2023
A healthcare bucket is an essential component of a savvy retiree's portfolio, dedicated specifically to meeting the medical expenses that may ...
How Retirement Planning Impacts Your Well-Being
20th November 2023
Retirement planning has traditionally been perceived as a financial endeavor. It is aimed at securing your future and providing financial ...
How Much Will My Roth IRA Be Worth at Retirement?
23rd October 2023
It is essential to grasp the potential value of your Roth Individual Retirement Account (IRA) when planning for your retirement. A Roth IRA is a ...
Why You Should Aim for Retirement Savings Worth 10 Times Your Annual Income by Age 67
16th October 2023
How much to save for retirement is a question that often looms large in financial planning, especially as you get closer to 67 years of age. 67 ...
Don't Neglect Your 401(k) If You Get Laid Off
14th September 2023
Losing a job can be a daunting experience. The abrupt transition from regular paychecks to a state of unemployment can lead to significant ...
Are Social Security Benefits Subject to Income Taxes?
10th August 2023
Social Security is a federal old-age, survivors, and disability insurance program administered by the Social Security Administration (SSA). It ...
40 Things To Do While Preparing for Retirement in Your 50s
10th July 2023
Retirement is a significant milestone in life. You may have spent all your adult life preparing for it, putting away your hard-earned money in ...
6 Surprising Facts People May Not Know About Roth IRAs
6th July 2023
The Individual Retirement Account (IRA) is one of the most popular retirement savings vehicles. The account can be opened with a credit union, ...
How The Sequence of Returns Risk Can Shape Your Retirement?
5th July 2023
When you create a retirement plan, there are several factors you need to look at. This can include your financial goals, risk appetite, time ...
How To Start Planning For Your Retirement In The Latter Part Of Your Career
14th June 2023
Most financial experts recommend starting retirement planning at the beginning of your career, ideally in your 20s and 30s. There are several ...
What is the SECURE Act 2.0 And How Can It Affect Your Retirement Savings?
13th June 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed in 2019 and enacted under former President Donald Trump on ...
7 Retirement Planning Strategies for Late Starters
24th May 2023
Retirement planning is a vital part of financial planning. It can help ensure you live a comfortable and financially secure retirement and should ...
5 Important Financial Steps to Take When You Are 5 Years Away from Retirement
9th May 2023
Retirement planning is a long-term process that can take years and years of preparation. However, the last five years can be particularly ...
7 Tips to Ensure a Successful Retirement
28th February 2023
Retirement can bring a mix of emotions. Some people dread retirement as it is associated with old age and limited money-making opportunities. ...
Retirement Planning Strategies for Dual-Income Families
8th February 2023
Retirement planning is an intricate process that can include a number of estimations, calculations, and decisions. It can be tricky for one person ...
401k and IRA 2023 Contribution Limits
30th January 2023
The 401k and Individual Retirement Account (IRA) are, in more ways than one, an obvious choice for those planning for their retirement. Both plans ...
What to Do if You Over-Contributed to Your 401(k)
20th December 2022
A 401(k) retirement account is a tax-advantaged account that an employer offers to an employee. This company-sponsored plan is one of the best ...
Why One Size Doesn't Fit All in Retirement Planning
13th December 2022
Retirement planning refers to planning for your future needs after you quit working. It can include tax planning, healthcare planning, debt ...
Why Are Retirement Benefits Important for Workers?
18th November 2022
A job helps you gain financial independence and can help you build your life as you see fit. Your education and hard work prepares you for a job, ...
The Pros and Cons of Borrowing Against Your 401k
1st November 2022
You may have a number of financial needs in life. Some of these can be accomplished with savings, some with your investment returns, and others ...
How to Decide the Right Time For You To Retire
20th October 2022
Retirement can draw mixed emotions in most people. For some, it is a welcomed change, while others may see it as a bitter passage to old age. ...
Why Your 401(k) May Not Be Enough for Retirement
13th October 2022
The average median retirement income as of 2022, as declared by the U.S. Census Bureau for someone aged 65 or above, is $47,357. The mean average ...
Tips for Managing Cash Flow in Retirement
5th September 2022
There are two phases of retirement planning. The first involves the preparation for retirement. This includes setting a budget for savings, ...
How to Make Your Retirement Income Plan Recession-Proof
29th August 2022
If you have been diligently planning for your retirement, but the talk of recession is making you uneasy, you are certainly not alone. With the ...
How Roth IRA Fees Affect Your Return on Investment
23rd August 2022
The Roth IRA is one of the most widely used retirement vehicles in the U.S. An Individual Retirement Account (IRA) has two types – the ...
Why You Should Use a 401k During Your Peak Earning Years
16th August 2022
Retirement planning can involve a number of things, right from investing in stocks, bonds, and mutual funds to certificates of deposits, money ...
Average Retirement Income in the USA: Where Do You Stand?
12th August 2022
No matter how much you save or invest throughout your life, your retirement savings are limited, so you should use them optimally. The chances of ...
How to Invest in a Roth IRA to Maximize Potential Returns
5th August 2022
An Individual Retirement Account (IRA) is a tax-advantaged retirement account that lets you plan and save for your retirement needs. You can open ...
What is a Good Monthly Retirement Income?
19th July 2022
Life in retirement can be laid back. You do not have the hustle-bustle of commuting to work every day. Expenses on socializing, travel, eating out,...
How and Where to Open a Roth IRA
11th July 2022
Retirement planning can be tricky, but retirement accounts like the IRA simplify the hassle. An individual retirement account (IRA) is a tax-...
Should You Consider a Roth Conversion While the Market is Down?
30th June 2022
A market downturn can seem crippling. Managing your expenses and aiming for financial growth can be challenging as your investments start to fall ...
How Does Social Security Work After Retirement?
19th April 2022
As you start saving for retirement or near your retirement age, you may start to wonder about Social Security. According to the 2021 Social ...
High-Net-Worth Retirement Planning Checklist
11th April 2022
Everyone worries about their retirement, and high-net-worth individuals are not immune to this. While it may be slightly easier for high-net-worth ...
9 Steps You Can Take to Prepare for Retirement
31st March 2022
Retirement planning is one of the most critical financial decisions an individual makes during his lifetime. Retirement plans are tax-advantaged ...
How To Make Roth IRA Contributions for Your Child In 2022
4th March 2022
Parents want the best for their kids and are often worried about whether they can fulfill their needs, especially their financial security. A Pew ...
Three Retirement Accounts to Consider in 2022 for Long-Term Wealth
21st February 2022
If you are young and just starting your career, retirement might not be your primary concern at the moment. However, there is no time better than ...
2022 Roth IRA Contribution Limits and Changes
28th January 2022
Since the 1950s, the majority age of the U.S population has been 65 years or older. The number of people in this age group is expected to further ...
Important Post-Retirement Financial Strategies To Avoid Potential Risks
25th January 2022
After years of working hard, experiencing job insecurity, grappling with peer pressure, dealing with familial responsibilities, and more, ...
How Much Can You Contribute to a 401(k) Retirement Account in 2022?
29th December 2021
Retirement planning is a long process. It requires due diligence, time, and effort. It can be confusing at times as there is a lot at stake. A ...
Roth IRA Growth and Interest: What You Need to Know
22nd December 2021
Traditionally, retirement savings accounts like a 401(k) and IRA (individual Retirement Account) were advertised as the most effective mediums to ...
Not Saved Enough for Retirement? Here Is What You Can Do
25th November 2021
Retirement is the beginning of the golden years of your life and the end of a steady income. To ensure you have a secure retired life, it is ...
Six Retirement Savings Tips for Investing After You Retire
28th October 2021
Although the retirement process is the same for most people today as it has always been, several factors have significantly transformed over the ...
Retirement Planning Checklist
30th September 2021
Retirement can invoke mixed emotions in an individual. If you dislike the humdrum of work, traffic, deadlines, and meetings, retirement can be the ...
401(K): When Is a Good Time To Invest in the Plan?
26th August 2021
As per the last Bankrate survey, more than 50% of Americans feel they are not saving enough for their retirement years. This explains why most ...
How to Invest Your 401(k) in Stocks
19th August 2021
A 401(k) is vital for your retirement plan. Investing in a 401(k) is one of the most popular ways U.S. workers save up for their retirement. The ...
What Are the Best Retirement Investments for Your Portfolio?
2nd August 2021
Saving for retirement is not always as easy as it seems. While most people know of or have heard of different retirement accounts, investment ...
7 Best Retirement Plans in 2021
28th July 2021
Retirement planning refers to saving and investing your money to ensure a steady stream of money in your retirement. Your retirement can last many ...
Six Retirement Strategies You Should Know About
21st July 2021
Despite most people recognizing the need for retirement planning, nearly three-quarters of Americans agree that the country is facing a retirement ...
Lifestyle Inflation Factors to Consider While Planning for Retirement
2nd July 2021
People are likely to spend more money as their income increases, even when they don’t necessarily need to. This phenomenon is known as lifestyle ...
What Are the Tax Implications of an Inherited Roth IRA?
28th June 2021
When you lose a family member, managing their old retirement accounts is likely not one of the first things that come to mind. However, if you are ...
Retirement Income Planning Tips for a Secure Retirement
1st June 2021
Most people consider their retirement to consist of a relaxed lifestyle with ample time to enjoy things and pursue hobbies, travel the world, ...
8 Factors That Can Be Detrimental to the Success of Your Retirement Plan
22nd April 2021
Retirement planning is a long-term process that requires many strategies, methods, modifications, and brainstorming sessions along the way. Since ...
7 Ways to Create a High Performance Retirement Portfolio
9th February 2021
Your retirement portfolio is the foundation for a secure financial future. Typically, your retirement portfolio comprises your retirement and non-...
How Much Money do you Need for a Comfortable Retirement?
9th December 2020
A critical part of retirement planning is to find the right answer to the question – “How much money do I need for a comfortable ...
How to Use Bond Ladders for Retirement Income
12th November 2020
For years, the value of bonds in a retirement portfolio has been unparalleled. Investors have argued for the low-risk and fair return advantages ...