What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
John Clark, CLTC, CMIP |
Wednesday, May 31, 2023
Many people overlook the importance of benefits for the surviving spouse when they initially file for Social Security. Postponing collection of benefits can earn workers 8% in delayed retirement credits every year from full retirement...
Read More
John Clark, CLTC, CMIP |
Wednesday, May 17, 2023
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.First, don’t retire too soon. Lifespans are increasing and many retirees...
Read More
John Clark, CLTC, CMIP |
Wednesday, May 3, 2023
If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan. The wrong move could cost you in income taxes and early withdrawal penalties. You...
Read More
John Clark, CLTC, CMIP |
Wednesday, April 19, 2023
Many people are unsure about the differences between a traditional IRA and a 401(k). Both have accounts that provide tax-deferred growth on the money in the account. Withdrawals from the accounts are taxed at ordinary income tax rates...
Read More
John Clark, CLTC, CMIP |
Wednesday, March 22, 2023
Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth....
Read More