See if you are prepared to begin your retirement by answering four key questions. Provided by Premier Wealth Advisors How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and ...
The SECURE Act
What is it and how could it affect your retirement? By: Josh Koehnen, MsBA, CFP® The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed into law in December of 2019. This bill was created to address the nation’s retirement problem by helping more Americans ...
Annual Financial To-Do List
Things you can do for your future as the year unfolds. Provided by Premier Wealth Advisors What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific ...
Bad Money Habits to Break
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending money ...
A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. When they discover this, ...
Pretax Retirement Account vs. Roth – Which One is Right for You?
By: Josh Koehnen, MsBA, CFP® The road to an easy retirement can be plagued with difficult decisions but choosing the correct 401(k) plan does not need to be one of them. Selecting the type of 401(k) plan that will benefit you the most is crucial to a comfortable life post-work. Both the Roth ...
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can . Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a ...