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Our Retirement Planning Blog

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Should I Take the Lump Sum? An Article For PSERS Employees

When handled correctly, the monthly income and lump sum pension benefits can be a powerful combination to protect the long-term financial...

Should I Take the Lump Sum? An Article For PSERS Employees

Should I Take the Lump Sum? An Article For PSERS Employees

When handled correctly, the monthly income and lump sum pension benefits can be a powerful combination to protect the long-term financial...

Retiring in PA vs. FL vs. SC

Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

Where Can I Find a TSP Advisor?

Where Can I Find a TSP Advisor?

Step 1 to Find a TSP Advisor: Narrow your search exclusively to financial advisors who act as fiduciaries at all times. This is a critica...

How to Minimize or Avoid Pennsylvania Inheritance Tax

How to Minimize or Avoid Pennsylvania Inheritance Tax

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

Saving Money on Healthcare Before 65: The Premium Tax Credit

Saving Money on Healthcare Before 65: The Premium Tax Credit

If you're thinking about retiring before age 65, how will you get healthcare prior to reaching Medicare eligibility? How much will this h...

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

Time to Retire? Rolek Retirement Planning Survey Results

Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our boo...

What is the Best Medicare Supplement Plan in Pennsylvania?

What is the Best Medicare Supplement Plan in Pennsylvania?

What is the best Medicare Supplement Plan in PA? This article will discuss why enrolling in a Medicare Supplement Plan is important, how ...

How Do Presidential Election Outcomes Impact Stock Market Returns?

How 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 electio...

Does PA Tax Retirement Income?

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 a...

Protecting Assets from Potential Future Long Term Care Costs in Pennsylvania

Protecting Assets from Potential Future Long Term Care Costs in Pennsylvania

How do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to ...

What is a Retirement Financial Advisor?

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 re...

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