Posts Tagged ‘retirement savings’
How Much Cash Is Too Much Cash in Retirement?
Over the past few years, savers have been rewarded. Money market rates climbed above 5%, CDs were attractive, and keeping large amounts of cash savings in the bank felt both…
Read MoreMarch 24, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreRetirement Checklist Challenge: What’s Your Score?
Today we’re going to walk you through the Retirement Checklist Challenge. This checklist covers five crucial areas: income planning, medical and healthcare, advanced financial planning, risk management, and tax-efficient strategies.…
Read MoreJune 10, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreForm 5498 Demystified – Essential Tax Information
Our in-house tax guru, Taylor Wolverton, CFP®, EA, sat down with us on this week’s podcast to help explain the ins and outs of Form 5498. Just a few days…
Read MoreOctober 16, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreRequired Minimum Distributions – Monthly, Quarterly or Annually?
Required minimum distributions (RMDs) become a very important point of discussion before the end of the year, and there is a lot that you need to consider. You can take…
Read MoreQCDs and Donor Advised Funds in Retirement Planning
Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…
Read MoreOctober 2, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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