Blog Category: Retirement Planning

Image of a Dallas, Texas home. Learn about retiring in Texas.
Retirement Planning

Planning for a Texas Retirement

If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State. From the warmer weather to a stunning skyline, a Dallas, Texas, retirement is a beautiful way to spend your golden

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Three Eggs with the Inscription "Ira Roth 401K" on Money
News

The SECURE Act 2.0

8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision or approval to expand retirement savings initiatives from the 2019 SECURE Act. The Senate proposed a similar bill in May

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Beach under a blue sky. If you're thinking about retiring abroad there are a few key considerations.
Retirement Planning

Three Things to Consider Before Retiring Abroad

You can probably picture it. You’ve finally retired from a lifetime of work, and you’re set to move to one of your favorite places, perhaps a warmer climate or an exciting European city. Retiring overseas is a dream for many Americans—according to a 2021 survey, a staggering 12% of Americans

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Mature couple planning
Investing

A Six-Step Guide to Investing After Retirement

You may be retired after saving consistently for retirement and still consider investing. Depending on your situation, investing after retirement may include ensuring new investments do not jeopardize your retirement nest egg. For this reason, finding safe strategies that protect your money but allow you to have asset growth is

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Stong woman
Retirement Planning

5 Reasons Why Women Need To Invest

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. Among these challenges is more time away from the workforce, the gender pay gap, and other factors that impact their investing and saving for retirement. Women need to recognize the barriers to saving and investing

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Discuss Money with Your Partnet
Retirement Planning

Navigating Financial Planning as a Couple

Communicating about money with your significant other is vital to a successful, lasting relationship. Transparent, open-minded conversations about money are an essential step towards setting and meeting the financial goals you have as a couple. Whether you’re new to discussing household financial planning with your partner or need a refresher,

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Dice And Social Security Cards
News

Trouble Ahead For Social Security Retirement Benefits?

The pandemic and recession of 2020 have negatively affected the Old-Age and Survivors Insurance benefits, commonly known as Social Security retirement benefits. With fewer payroll taxes collected throughout this period due to declining workers, layoffs, decreasing working hours, and increased unemployment benefits, the fund is facing insolvency. The Social Security

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Investor thinking
Retirement Planning

Is The Backdoor Roth IRA Conversion Strategy Over?

As part of the Build Back Better Bill approved in November 2021, changes are coming to the rules for using a backdoor Roth IRA conversion. If you are considering a ‘backdoor’ Roth IRA conversion or are curious about what it is, this article will help you understand the changes coming

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Paper with words RMD required minimum distributions
Retirement Planning

Changes to RMDs in 2022: What You Need to Know

There are changes to Required Minimum Distributions (RMDs) that you need to be aware of for 2022. RMD ages have changed and now the RMD tables are changing along with the new later RMD age of 72. Here are noteworthy things to know about how you may be impacted in

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Happy older couple sitting together on a couch.
Investing

How Much Do I Need To Retire?

Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans  wonder if they’ll have enough money saved by their retirement age. Even those who contribute to a 401k plan or Roth IRA, may still worry if they’re doing enough to secure a healthy nest egg.

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