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Our Retirement Planning Blog

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Does PA Tax Retirement Income?

July 13, 2020, 1:09:31 PM

Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA...

Does PA Tax Retirement Income?

July 13, 2020, 1:09:31 PM

Does 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...

Which PSERS Pension Option Should I Select? An Article For PSERS Employees

October 23, 2020, 5:12:40 PM

Which 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...

What Are The Best Investments For Retirement?

July 11, 2020, 11:26:22 PM

What Are The Best Investments For Retirement?

What are the best investments for retirement? While there is no single best investment, the best approach is to create a well-organized...

2 Questions to Ask a Financial Advisor

July 12, 2020, 9:01:34 AM

2 Questions to Ask a Financial Advisor

Two simple questions can help you identify a financial advisor who will be an asset and, very importantly, protect you from those who...

Required Minimum Distribution Planning

March 29, 2021, 3:17:11 PM

Required Minimum Distribution Planning

Executive Summary 1 - Required Minimum Distributions (RMDs) must be taken from pre-tax retirement accounts such as pre-tax 401k accounts,...

How to Find a Fiduciary

July 11, 2020, 2:48:13 AM

How to Find a Fiduciary

This article discusses what a fiduciary is, why it’s important, and how to find a fiduciary. What is a Fiduciary? A fiduciary is required...

Why Hire A Financial Advisor?

July 12, 2020, 8:53:49 AM

Why Hire A Financial Advisor?

Prior to discussing 7 reasons to hire a financial advisor, we'll briefly explain what to look for in a financial advisor. Quality of...

What Does a Financial Advisor Do?

July 12, 2020, 1:07:09 PM

What Does a Financial Advisor Do?

What do financial advisors do? This article was written from our own retirement planning experience. What a financial advisor does will...

How to Minimize or Avoid Pennsylvania Inheritance Tax

July 12, 2020, 1:37:54 PM

How to Minimize or Avoid Pennsylvania Inheritance Tax

How can you minimize or avoid Pennsylvania inheritance tax? There are practical ways to minimize or avoid PA inheritance tax while...

8 Reasons to Hire a Local Fiduciary Financial Advisor

July 11, 2020, 11:17:58 PM

8 Reasons to Hire a Local Fiduciary Financial Advisor

A local fiduciary financial advisor understands nuances of the local area and can add value in ways that cookie-cutter planning can’t...

When Should I Hire a Financial Advisor?

July 12, 2020, 8:57:21 AM

When Should I Hire a Financial Advisor?

Before covering 6 situations when hiring a financial advisor adds value, we must address how to choose a financial advisor. It’s critical...

What is a Retirement Financial Advisor?

July 12, 2020, 1:19:43 PM

What is a Retirement Financial Advisor?

A retirement financial advisor, also sometimes referred to as a retirement planner, is an advisor who is specially equipped to provide...