May 4, 2022Using Series I Savings Bonds To Beat Inflation - 9.6% through Oct 2022This article is a short summary of key points about Series I Savings Bonds. You can learn more and purchase I-Bonds directly from the US...
May 14, 2021How Can High Inflation Impact Investments?Inflation vs. Stock vs. Bond From 1968 - 1982 Observations - From 1968 - 1982, inflation averaged 7.4% per year. - During this high...
Mar 29, 2021Required Minimum Distribution PlanningExecutive Summary 1 - Required Minimum Distributions (RMDs) must be taken from pre-tax retirement accounts such as pre-tax 401k accounts,...
Mar 8, 2021When Can I Retire? A Practical Use of The Retirement Cash Flow StatementThe purpose of this article is to demonstrate how building a retirement cash flow statement can be used to answer common questions such...
Feb 4, 2021Inherited IRA Planning ConsiderationsThe SECURE Act In December 2019, Congress passed legislation called the SECURE Act that included numerous retirement savings reforms....
Dec 11, 2020How Will Inflation Impact Your Retirement?What is Inflation? Inflation causes prices to increase over time. A gallon of gas cost an average of $0.36 in 1970. Today, the national...
Oct 23, 2020Which PSERS Pension Option Should I Select? An Article For PSERS Employees When handled correctly, the PSERS pension's monthly income and lump sum benefits can be a great combination to protect the long-term...
Sep 15, 2020Health Insurance When Retiring Before Age 65If you're thinking about retiring before age 65, how will you get health insurance prior to reaching Medicare eligibility? How much will...
Aug 21, 2020How Do Presidential Election Outcomes Impact Stock Market Returns? Clients have started occasionally asking if changes should be made to their investment allocation in anticipation of the upcoming...
Jul 13, 2020Retiring in Pennsylvania vs. Florida vs. South CarolinaThis article compares retiring in Pennsylvania with two other popular retirement destinations for Pennsylvanians: Florida and South...
Jul 13, 2020Retirement Income Planning in PennsylvaniaRetirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...
Jul 13, 2020Does PA Tax Retirement Income?Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA...
