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Category: Retirement Planning

Four Reasons to Delay Social Security Benefits
Four Reasons to Delay Social Security Benefits
Sheena Hanson, 19 Jan 2023
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
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How Secure is Social Security?
How Secure is Social Security?
Sheena Hanson, 3 Jan 2023
Long touted as a program that would ensure the “American Dream,” the Social Security system – one of the critical achievements of President Franklin D. Roosevelt – was created in 1935 to promote economic security. […]
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Beyond the 401k: The “Where to Invest Next” Order of Operations
Beyond the 401k: The “Where to Invest Next” Order of Operations
Sheena Hanson, 16 Dec 2022
The goal of retirement is to live out your golden years in comfort, correct? Then it’s critical to make the most of your retirement savings strategy. And for many, contributing to an employer-sponsored 401k plan […]
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6 Often Overlooked Retirement Concerns
6 Often Overlooked Retirement Concerns
Sheena Hanson, 6 Dec 2022
Retirement planning is a multi-step process that evolves over time. To have a comfortable, secure, fun and fulfilling retirement, you have to build a nest egg robust enough to fund your retirement lifestyle. Pulling this […]
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New Retirement Contributions for 2023
New Retirement Contributions for 2023
Sheena Hanson, 18 Nov 2022
Well, here we are, nearing the end of another year. Now is the time where people commonly wrap up their to-do list before December 31st hits and anticipate what might change for the year ahead. […]
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Time is Running Out on Roth Conversions for 2022
Time is Running Out on Roth Conversions for 2022
Sheena Hanson, 21 Oct 2022
For many, a down market is cause for concern; but for others, there are opportunities to be had! One such perk is the Roth IRA conversion. If you’ve been considering a Roth IRA conversion, now […]
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How to Protect Your Retirement from Inflation
How to Protect Your Retirement from Inflation
Sheena Hanson, 3 Oct 2022
Are you living comfortably in retirement, or do the latest news headlines have you concerned about your future? With inflation the highest it’s been in 40 years, 70% of Americans consider it a big deal, […]
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How to Retire During a Recession
How to Retire During a Recession
Sheena Hanson, 16 Aug 2022
You’re so close you can taste it. Your first post-retirement vacation is planned. You’ve prepared for years for this next glorious chapter – and then – a financial downturn. Now what? First, remain calm. You’ve […]
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Why Americans Are Retiring Now More Than Ever
Why Americans Are Retiring Now More Than Ever
Sheena Hanson, 28 Jul 2022
With inflation at its highest point in 40 years, it would only be natural to see people holding tight to their jobs. After all, you need your paycheck more than ever with the increasing cost […]
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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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