The Retirement Primer - 2024 Recap

Retirement planning is essential for ensuring financial security and peace of mind in your later years. It involves setting clear goals, assessing your current financial situation, and creating a strategy to save and invest wisely. Key components include understanding your retirement needs, maximizing contributions to retirement accounts, and diversifying investments to manage risk. Regularly reviewing and adjusting your plan can help you stay on track and adapt to changes in your life and financial circumstances. By starting early and staying disciplined, you can build a comfortable nest egg for a fulfilling retirement. Over the past year our Retirement Primer series has provided information and tips to help plan a comfortable future for you. 

5 Tips for a Successful Single Retirement

Going into retirement single gives you a few additional challenges, but we’ve got help! Use our handy guide to be sure you’re ready to hit the golden years in stride.

All You Need to Know About 401(k)s

Saving for #retirement is a big deal, but it can be really easy if you automate your savings with a 401(k) plan through your employer. We’ll explain how it works!

All You Need to Know About Traditional IRAs

When you start planning for retirement, a traditional IRA is likely going to be one of the items at the top of your list. Find out the advantages and potential pitfalls of this route!

All You Need to Know About Roth IRAs

You need to save for retirement, but how should you do it? Storing money in your mattress is out, so you’ll have to use a retirement account. Learn about Roth IRAs here!

All You Need to Know About SEP IRAs

If you’re a business owner, you need to know about SEP IRAs. They’re a #retirement plan that works like a standard employee pension plan, with a few important differences. Get the details!

All You Need to Know About Spousal IRAs

When you’re planning for retirement, keep a spousal IRA on your radar. This lets an unemployed or underemployed spouse help with the savings. We’ve got the details!

All You Need to Know About Pensions

You might think pensions are an outdated type of #retirement plan, but you’d be wrong. They’re still going strong, and they’re still a great option. Find out all the details!

Things to Know About Trust Funds

Setting up a trust is an easy, secure way to plan for how your estate gets distributed after you pass away. It’s more secure than a will, and can avoid estate taxes. Find out the details!

All You Need to Know About Estate Planning

No one really wants to think about estate planning, but it’s really important. Find out all the components, what each one does and the benefits of having your estate fully planned!