Monday, 27 January 2020
Whether at home, work or on a cell phone, it's a scenario in which many Americans have found themselves: answering a phone call only to find out it's from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent years. The Federal Communications Commission (FCC) ranks unwanted robocalls highest on their list of consumer complaints.1
Monday, 06 January 2020
1) Set Your Target Date
You don’t have to etch the date in stone, but you do need a timeline to measure your progress.
2) Envision Your Retirement
Think about what you want to do in your golden years.
Monday, 06 January 2020
On Friday, December 20, the SECURE Act (officially titled the Setting Every Community Up for Retirement Enhancement Act) was signed into law. We will review some of the key highlights of the new law.
Sunday, 20 October 2019 Dennis Doble
Established by Congress in 2006, National Retirement Security Week is designed to elevate public knowledge about retirement savings and to encourage employees to save and participate in their employer-sponsored retirement plans. What better time to review the benefits of your retirement plan and determine if you're making the most of them?
Monday, 07 October 2019 Dennis Doble
Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the book titles that have accumulated on your to-read list, or finally being able to volunteer enough of your time to make a difference for your favorite charity. But there’s no doubt that the journey to retirement is long and winding—and, as with any journey, you’ll encounter challenges along the way before arriving at your desired destination. Adopting good financial habits is a must for plotting a successful retirement journey. Let’s explore five positive ways to get—and stay—on the right track.
Sunday, 08 September 2019 Dennis Doble
Did you know there are ways to take advantage of Roth IRAs even if you exceed the annual income threshold? As of 2022, an income of $144,000 (or $214,000 if filing jointly) makes an individual or married couple ineligible for Roth IRA contributions.[i] A legal tax-loophole exists that you may not have heard of using an IRA conversion strategy sometimes called a “back-door Roth”. In this article, we will review how to utilize this savings technique to help build up your retirement savings for tax-free withdrawals from Roth IRAs.
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