It’s that time of year once again. The time for apples, pumpkins, changing colors on the trees and … The Medicare Annual Enrollment Period (AEP)! Every year from October 15…
DetailsTo all parents out there, do you talk about money with your children?
If so, what’s your approach?
In this week’s episode, The Retirement Solution’s Mike Whitmore quickly breaks down how to start, introduce, and maintain financial and money-related conve…
If there’s one thing I’ve learned in all my years as a retirement planner, and as a father to four children between the ages of 7 and 24, it’s…
DetailsNon-retirement investments are “non-qualified,” meaning that you’re investing with after-tax dollars and are not subject to any special tax treatment.
In this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-reti…
Once you’ve exhausted your traditional retirement funds, including 401K, 403B, traditional IRAs, Roth IRAs and other types of defined contribution plans, you may be asking, what’s next? I always…
DetailsWhile bereavement means losing something significantly meaningful, like a job or connections pre-retirement, bereavement also means losing and facing the passing of a loved one.
In this episode, The Retirement Solution’s Cindy Mueller breaks down every…
I sometimes have the responsibility of coaching my clients through the very sad process of closing accounts and tying up financial loose ends when a spouse dies. There’s a…
DetailsWhat does fatherhood mean to you?
How do you envision your retirement years as a father, grandad, or father figure?
In this Father’s Day special, The Retirement Solution’s Matt Perrone explains financial and life coaching considerations you must know as …
My clients and I will often discuss real estate as we plan for their retirement, and that conversation has become more frequent—and way less predictable—this year. The stories we’re…
DetailsIn simple words, a charitable Required Minimum Distribution is still an RMD but the only difference is that you are also directing it to a charity.
In this episode, The Retirement Solution’s associate planner, Shane Perry sheds some light on all things c…