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 recommend utilizing non-retirement funds, such as after tax money, to invest in index funds, including ETFs and mutual funds, in conjunction with traditional retirement funds.…
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 to-do list of official tasks, paperwork and financial obligations one must go through when a spouse dies. This bereavement checklist is best accomplished with guidance…
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 all hearing about a global real estate frenzy are enough to make even the most reluctant sellers eager to list. As my clients prepare and…
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…
I’m here to help my clients get the most out of their retirement. That goes beyond saving and spending money. It’s about finding ways to enjoy free time, connect with loved ones, gain new perspectives and spend money, too. That’s why I’m recommending kayaking for the perfect retirement hobby this summer. Even if you’ve…
DetailsA fulfilling retirement requires two things: A financial strategy you are comfortable with and a bucket list of things you can do.
Would you agree?
Today, The Retirement Solution’s president and lead financial planner, Tom Black, discusses everything…
Let’s be honest: Estate planning is not a fun topic to dig into. It’s basically planning for when you’re incapacitated or dead. But it’s even less fun to talk about messy estate planning after the fact, when heartache and strained relationships make things heavier. Let’s take a look at six common issues that can…
DetailsEstate planning is not only for the wealthy. Instead, it’s for anyone who wants their assets and finances to be taken care of (according to their wishes) when they pass away.
One way to do this is through estate planning documents, and that’s exactly …