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6 Things I Wish Someone Had Told Me Before I Retired

6 Things I Wish Someone Had Told Me Before I Retired

by Kenny | May 31, 2024 | New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...
5 Things You Need to Know Before Retiring at 62

5 Things You Need to Know Before Retiring at 62

by Kenny | May 22, 2024 | New Weekly Newsletter, Weekly Article, Weekly Newsletter

A new study shows more Americans mulling early exit from workforce. Here’s what to look at before you leap The COVID-19 pandemic brought about a surge in early retirements that came to be called the Great Resignation. New research from the Federal Reserve Bank of New...
7 Spring Cleaning Moves for Your Finances

7 Spring Cleaning Moves for Your Finances

by Kenny | May 22, 2024 | New Weekly Newsletter, Weekly Article, Weekly Newsletter

Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get your finances in order. “One thing on many people’s minds is cleaning. But what if you put...
Why Americans worry changes to the U.S. retirement system could upend their plans

Why Americans worry changes to the U.S. retirement system could upend their plans

by Kenny | May 17, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS As wage growth outpaces inflation, Americans have reason to be more optimistic about long-term goals like retirement. But many still fear that uncertainties like a higher cost of living or U.S. government changes to the retirement system may throw them off...
7 Spring Cleaning Moves for Your Finances

7 Spring Cleaning Moves for Your Finances

by Kenny | May 10, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get your finances in order. “One thing on many people’s minds is cleaning. But what if you...
What’s Changing for Retirement in 2024?

What’s Changing for Retirement in 2024?

by Kenny | May 3, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more changes than usual on the retirement-planning front. As is typical with the turn of the calendar page,...
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Topeka, KS 66614

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Recent Posts

  • Proposed Regs Bring New Rules for Spouses Beneficiaries When Death is Before the RBD August 12, 2024
  • A PHILOSOPHICAL SLOTT REPORT ENTRY August 7, 2024
  • IRS FINAL REGULATIONS LOOSEN DEFINITION OF “ELIGIBLE DESIGNATED BENEFICIARY” August 5, 2024
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