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Category: Retirement Planning

Why a Single Retirement Number is Misleading
Why a Single Retirement Number is Misleading
Sheena Hanson, 27 May 2022
Maybe you’ve seen it referenced in ads. Maybe you’ve read it in articles. Maybe you’ve even heard it from a financial planning professional. There is a notion that everyone has a magical retirement number and […]
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Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Sheena Hanson, 18 Mar 2022
Typically, the subject of Medicare doesn’t pop up on anyone’s radar until they’re near age 65. By then, they know they will be required to pay a baseline Medicare Part B premium ($177.10 in 2022). […]
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Tired of Retirement Already? 5 Tips for Staying Fulfilled When the Novelty Wears Off
Tired of Retirement Already? 5 Tips for Staying Fulfilled When the Novelty Wears Off
Sheena Hanson, 7 Mar 2022
You were so excited to retire. You did it all right and saved and planned and saved and planned. And you’ve taken full advantage so far. You’ve been on numerous cruises in the past few […]
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For Love and Money: How to Keep Your Relationship Free from Financial Stress
For Love and Money: How to Keep Your Relationship Free from Financial Stress
Sheena Hanson, 10 Feb 2022
Has money ever caused a rift in your relationship? If so, you’re definitely not alone. According to an annual study by Fidelity Investments (who coincidentally has a very “punny” name when it comes to this […]
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Top 3 Challenges of a Fixed Income for Retirees
Top 3 Challenges of a Fixed Income for Retirees
Sheena Hanson, 17 Jan 2022
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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3 Financial Mistakes to Avoid as You Approach Retirement
3 Financial Mistakes to Avoid as You Approach Retirement
Sheena Hanson, 5 Jan 2022
If you have retirement in your sights, you can feel good about all the work you put into building your retirement nest egg—not an insignificant accomplishment by any measure. However, as you gaze into your […]
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401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
Sheena Hanson, 23 Dec 2021
With the recent extinction of pension plans, workplace retirement plan options have become a cornerstone of most employee benefits packages. Not only do these plans help employees save and invest for their future, but often […]
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The Good, the Bad and the Essential Facts About Social Security
The Good, the Bad and the Essential Facts About Social Security
Sheena Hanson, 14 Dec 2021
If it feels like tax rules and retirement plan limitations are constantly changing, that’s because they are. And, once a year, Social Security benefits are also reviewed and up for potential adjustments. So, while the […]
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4 Tax Moves to Bust Out at the End of the Year
4 Tax Moves to Bust Out at the End of the Year
Sheena Hanson, 15 Nov 2021
The end of the year can be really taxing, and we don’t just mean all the craziness of the holidays. We mean the Uncle Sam kind of taxing.    The financial world is constantly changing, […]
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5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
5 Years to Retirement? Here’s How to Master Your Retirement Income Plan
Sheena Hanson, 27 Oct 2021
Your working life is almost over, but the work isn’t done yet. With just five years until you retire, it can be tempting to just coast the rest of the way and sit back and […]
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