Ara Abrahamian, CRPC® May 15, 2023 Retirement Planning RMDs: New Rules and “Bigger” Problems Ara Abrahamian, CRPC® May 15, 2023 Retirement Planning The SECURE Act and SECURE Act 2.0 made changes to required minimum distributions that can affect retirement, estate, and tax planning.
Ara Abrahamian, CRPC® July 15, 2022 Retirement Planning The True Cost of Medicare Ara Abrahamian, CRPC® July 15, 2022 Retirement Planning Before you enroll in Medicare, get a handle on what you need. This article can help you understand the different Medicare parts and costs.
Ara Abrahamian, CRPC® May 16, 2022 Retirement Planning Federal Employees: Do You Need Medicare Part B If You Have FEHB? Ara Abrahamian, CRPC® May 16, 2022 Retirement Planning Here are key considerations if you have Federal Employee Benefits Plan insurance and are considering enrolling in Medicare Part B.
Ara Abrahamian, CRPC® January 13, 2022 Retirement Planning Applying for a Mortgage in Retirement Ara Abrahamian, CRPC® January 13, 2022 Retirement Planning Buying a home as a retiree is different from when you were working. Here’s what you need to know about getting a retirement mortgage.
Ara Abrahamian, CRPC® December 1, 2021 Retirement Planning How to Reduce RMD Taxes with a Qualified Charitable Distribution Ara Abrahamian, CRPC® December 1, 2021 Retirement Planning A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.
Karly Holland, CFP®, CTS™ August 16, 2021 Retirement Planning Health Savings Account (HSA): A No-Brainer for Retirement Planning Karly Holland, CFP®, CTS™ August 16, 2021 Retirement Planning How to use a health savings account (HSA) as part of your retirement plan.
Ara Abrahamian, CRPC® May 14, 2021 Retirement Planning Should You Move in Retirement? Ara Abrahamian, CRPC® May 14, 2021 Retirement Planning As you get close to retirement, you might consider a move out of state. Here are tips for determining whether a move is right for you.
Matt Brock, CFP® March 15, 2021 Retirement Planning Two Incomes to One: Steps for Staggered Retirements Matt Brock, CFP® March 15, 2021 Retirement Planning Are you and your partner planning to retire at different times? Here are ways to adapt when you go from two incomes to one.
Ara Abrahamian, CRPC® February 17, 2021 Retirement Planning Renting vs. Owning a Home in Retirement Ara Abrahamian, CRPC® February 17, 2021 Retirement Planning Should you rent or own a home when you retire? The decision is both a financial and emotional one. Here are factors to help you decide.
Ara Abrahamian, CRPC® September 17, 2020 Retirement Planning How to Retire at 50 Ara Abrahamian, CRPC® September 17, 2020 Retirement Planning Retiring by age 50 requires discipline and an emphasis on saving early. Read our article to learn steps you can take so you can retire early.
Karly Holland, CFP®, CTS™ September 3, 2020 Retirement Planning Your Retirement Encore Career: What You Need to Know Karly Holland, CFP®, CTS™ September 3, 2020 Retirement Planning Trying to decide whether you want—or need—to work in retirement? Here are pros and cons of an encore career, as well as tips to get started.
Ara Abrahamian, CRPC® August 11, 2020 Retirement Planning Retirement Savings Milestones: Important Ages to Know Ara Abrahamian, CRPC® August 11, 2020 Retirement Planning Each phase of your life has important milestones to build retirement savings that you won’t outlive. Here are the ages to know.
Matt Brock, CFP® July 2, 2020 Retirement Planning Has COVID-19 Derailed Your Retirement Plan? Matt Brock, CFP® July 2, 2020 Retirement Planning Here are steps to take if you are worried that COVID-19 has derailed your plans for retirement.
Matt Brock, CFP® June 18, 2020 Retirement Planning You Need an Emergency Fund in Retirement Matt Brock, CFP® June 18, 2020 Retirement Planning Retirees need an emergency fund—though with some differences from their working years. Read our article to apply the differences to your situation.
