retirement

Does Planning End at Retirement?

2021 – 08/26 by Rob Ziliak, CFP®, Chief Experience Officer Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the…

You Have to Stay the Course to Reach the Summit

2021 – 07/26 by Daniel Campbell, Investment Analysis Manager When it comes to meeting your most important financial goals, time in the market can be a significant factor. And that means sticking with your financial life plan for the long haul, through the market’s ups and downs and across inevitable – sometimes lengthy – periods…

Four Steps to Set Yourself Up for Financial Success

2021 – 05/06 by Kurt Wunderlich Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s…

The Illusion of a Linear Life – and Financial Plan

February 5, 2021 by Tim Maurer, CFP “For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity, I would give my life.” – Oliver Wendell Holmes The most basic forms of financial planning are nearly worthless. This is because they are…

Stocks, Risk, and Your Roth IRA

February 5, 2021 by Patrick Kuster, AIF A great deal of attention often goes into deciding what a portfolio should own, especially when tailoring its allocation to specific retirement goals, risk tolerance, time horizon, and other individual factors. But which types of accounts own which investments also deserves careful consideration, as an account’s tax treatment…

The Right (or Wrong) Way to Retire

2021 – 01/08 by Connie Brezik Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your clients and customers. These changes may have…

Income Planning and Medicare in Retirement

Angela Muckler, Relationship Manager, 8/27/2020 Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs can be a confusing topic,…

Relief for Retirement Account Owners

The BAM ALLIANCE, 8/4/2020 On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners…

The Key To Saving More For Retirement: Using Your Imagination

Tim Maurer, Director of Advisor Development, 5/4/2020 The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s precisely our fixation on the present that causes us to struggle to follow through on our intentions to secure our…

CARES Act Includes Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Notably, several provisions of the CARES Act deal with retirement accounts and offer relief to retirement account owners and/or beneficiaries in a variety of ways. Bland Garvey is providing a Frequently Asked Questions (FAQ) document that summarizes some…

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