Retirement Planning: Is There a Magic Number or Formula?
by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This…
A Big Change Just Happened With Social Security and No One Said a Thing
Many people may know Congress recently passed a Federal Budget Agreement, which was largely supported by the President in order to increase the debt ceiling….
What is Your Plan for the Future?
We all think about what we want for ourselves in retirement, in our careers, or even where we want to live. There are many things…
Why Everyone Needs a Financial Plan
Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone.
Who Needs to Take an RMD (Required Minimum Distribution)?
The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is…
Fasten Your Seatbelts!
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…
Retirement Plan Changes in 2015
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
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