Are you torn between paying off your debt or investing? As you consider your golden years, you might be asking yourself, “How do I balance paying off my debt, saving, and investing in retirement? Whether you’re decades away from retirement or it is quickly approaching, you should strike a balance between paying off debt…
DetailsThe SECURE Act that was passed into law in December 2019 is now in effect. How will it change the way you plan for retirement?
In this episode, Jim Black, President and CEO of The Retirement Solution, explains how the SECURE Act will affect how you prepa…
Do you have your own financial family to help you plan for a happily-ever-after retirement?
In this episode, Charlene Nelson, a client servicing specialist at The Retirement Solution (TRS), discusses the support she offers clients that goes beyond the ca…
Any market drop can cause anxiety and fear in even the most savviest of investors. When market downturns happen, you can expect a lot of fear-inducing headlines that can scare consumers into making quick financial decisions. It can be difficult to discern what is trustworthy news and what is just hype. To stay calm and…
DetailsThis may come as a surprise, but you might not have unlimited funds once you retire. You may have saved plenty of money, but there is a chance that it may run out during retirement. Therefore, it’s wise to eliminate certain retirement expenses that are a waste of money. So, if you want to cut…
DetailsNow that the SECURE Act is in motion, have you considered what changes you need to make to your retirement accounts and the other pieces of your retirement plan?
In this episode, Tyler Lively, a financial planner at The Retirement Solution, explains how …
Your dream of retiring doesn’t have to be just a fairytale. Take it from the thousands of clients that we’ve helped achieve their happily ever after.
In this episode, Matt Perrone, a financial planner with The Retirement Solution (TRS), shares stories a…
According to the American Institute of CPAs, 8 out of 10 Americans are concerned that financial institutions and other businesses may not be able to safeguard their personal information. Unfortunately, just being concerned your retirement accounts might get hacked won’t help protect your information. Taking action is the best way to avoid identity theft…
DetailsDo you ever feel trapped by your real estate investments? Maybe you’d like the freedom to travel, but you’re burdened by rental properties that demand regular maintenance.
In this episode, Mike Whitmore, a financial planner with The Retirement Solution …
Did you hear the good news? The IRS increased individual and group retirement account contribution limits this year. Every year the IRS will consider a cost-of-living adjustment and determine if they will increase retirement plan contribution limits. Taking advantage of this increase can help you better prepare for your golden years. So, if you’re…
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