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Important Birthdays for Your Retirement Planning

The website at www.thebalance.com has regular financial planning tips and ideas.  A recent post provides a list of important birthday milestones for retirees or soon-to-be retirees. We don’t think these birthdays compare to the thrill of becoming old enough for your first driver’s license, but they can be mightily important … Read more »

New Fiduciary Standard for Retirement Plan Advice

The big news out of Washington D.C. this week is that the Department of Labor (DOL) has released a new rule that will require all financial advisors to follow a fiduciary standard when offering investment advice to individual investors for their retirement accounts.  This new rule is designed to provide … Read more »

How’s Your Retirement Confidence?

During the worst of the global financial crisis of 2008, many Americans saw their retirement nest eggs shrink dramatically.  This dealt a huge blow to many who were nearing retirement and cast a chill over the average American’s confidence in their ability to retire at any age.  The good news … Read more »

Planning for Retirement? How to Maximize Your Social Security Benefits

If you are thinking about retirement, here is a great all in one chart from our friends at JP Morgan.  The chart shows that a retiree with maximum benefits who waits until they are age 70 will receive $4,488 *per month vs. $2,014 per month at age 62.  Delaying benefits results … Read more »

Retirement Planning Advice – Start Early With Good Savings Habits

Start planning for retirement early and with good savings habits.  This will pay dividends down the road and build a better future for you and your family.  Setting retirement goals and having a commitment to your savings is one of the largest and most impactful pieces of your financial plan.  It is the one … Read more »

2014-2015 Contribution Limits for IRAs and Retirement Plans

The IRS has just released their updated contribution limits for 2015.  If you want to begin planning for your 2015 contributions or to maximize your 2014 tax deferred savings, the attached chart will give you the amounts you can contribute and any applicable income limitations for this year and next.  Click … Read more »

Long Term Benefits from Delaying Social Security Benefits

Author-blogger, Michael Kitces published a terrific article explaining the benefits and possible costs to people who choose to delay the receipt of social security benefits past their full retirement age.  Our conclusion is similar to the author’s, namely, delaying Social Security Benefits can result in significant long term benefits, with the caveat that the beneficiary … Read more »

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