Retirement Planning

Retirement Need Analysis: How Much of My Current Income Will I Need for Retirement?

Jorge Ruiz-Menjivar and Martie Gillen

Demystifying Federal Income Taxation of Social Security Retirement Benefits

Lisa Leslie

In 1983 changes were made to strengthen the solvency of Social Security. Two notable changes were the gradual raising of the full retirement age for Social Security retirement benefits and the potential for a person’s Social Security to be taxed. This article delves into taxation of Social Security retirement benefits. A person with Social Security […]

Webinar Series: Will You Be Ready for Retirement?

Lisa Leslie

All sessions are 12:00 pm  – 1:00 pm EST Cost = Free Target Audience: People 10 or less years  from retirement Each webinar is approved by AFCPE® for 1 AFC® CEU Discussion will include 401(k) plans, 403(b) plans, 457 plans, IRAs, and pensions. However, we will not focus on the details of any specific pension […]

Do I Need to Enroll in Medicare at Age 65? ?

Lisa Leslie

The answer to this question depends on the specific details of your situation. If you (or your spouse) currently work for an employer, and you have creditable health insurance that is not a High Deductible Health Plan (HDHP), enrolling in Medicare Part A may be a good option. As you approach retirement you can transition […]