by Becca Mack | Sep 19, 2023 | Blog, Financial Planning, Retirement Planning
The unfortunate reality is that many Americans are now headed into retirement with some amount of debt.[1] In 2016, almost 61% of Americans were moving into the retirement stage of their life with unpaid debt.[1] And while you may think that your expenses will...
by Becca Mack | Aug 14, 2023 | Blog, Retirement Income, Retirement Planning
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of retirement planning experience, it can also be a tough question to answer. This article will hopefully give you some sense...
by Becca Mack | Jul 31, 2023 | Blog, Retirement Income, Retirement Planning
The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit Let’s...
by Becca Mack | Jul 17, 2023 | Blog, Retirement Planning
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. If you are putting together the puzzle pieces of your retirement plan and you are curious about some strategies related to taxes and retirement,...
by Becca Mack | Jun 5, 2023 | Blog, Retirement Planning
A recent study by Investopedia found that Generation X’s biggest worry is retirement. The survey found that although many members of Gen X feel like they understand their finances, they are still concerned about setting themselves up to transition into retirement....
by Becca Mack | May 8, 2023 | Blog, Estate Planning, Retirement Income, Retirement Planning
You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the...