Retirement is one of the most common goals for people across all careers and can be one of the most significant milestones in our lives. However, retiring entails so much more than picking a date on the calendar to stop working. It’s an entire life overhaul that requires years of thought and planning in order […]
Overview Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following: The impact of […]
Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: How to get in touch with your own financial reality (02:56) Can you afford to stop working? Can you pivot to a new career? (06:11) How to sustain assets for the years to come (08:22) Finding your identity in retirement […]
As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling! Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]
Anyone who knows me knows how much music is a part of my everyday life. I especially enjoy live concerts and prefer smaller venues over stadiums. I listen to a variety of genres depending on the mood I’m in or one I want to elevate to. I was struggling with a topic for this blog […]
AARP states that 87% of adults over 65 want to stay in their current homes as they age. However, realistic planning and the necessary conversations surrounding these logistics are often neglected. Far too many consider this planning to be an end of life issue which is anxiety provoking. I encourage you to view aging in […]
Brent discusses the differences between Traditional IRAs and Roth IRAs, and considerations for each. Transcript: Many clients, and my family and friends, always ask me, “Brent, what’s a better option for saving: a traditional IRA or a Roth IRA?” Well there are many different factors that you may want to consider when pursuing these options. […]
Close to 90% of Americans commence social security before their full retirement age. There are a multitude of reasons that can affect when you choose to receive benefits – some involuntary; for example a current financial need or health issue. Perhaps you’re simply of the camp hoping to “take it while you can!” Based on […]
For many, home ownership is considered part of the American Dream. Your home can also represent your largest financial asset. What happens when you spend down your retirement savings and your remaining assets are tied up in home equity? Income becomes an issue and you may be forced to sell your house; but what if […]