May 4, 2022, 2:00:40 PM

Using Series I Savings Bonds To Beat Inflation - 9.6% through Oct 2022

This 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...

March 9, 2021, 12:49:20 AM

When Can I Retire? A Practical Use of The Retirement Cash Flow Statement

The purpose of this article is to demonstrate how building a retirement cash flow statement can be used to answer common questions such...

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...

July 13, 2020, 11:21:33 PM

Retiring in PA vs. FL vs. SC

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

May 14, 2021, 1:49:40 PM

How 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...

February 4, 2021, 1:43:18 PM

Inherited IRA Planning Considerations

The SECURE Act In December 2019, Congress passed legislation called the SECURE Act that included numerous retirement savings reforms....

September 15, 2020, 3:17:04 PM

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...

July 13, 2020, 1:54:41 PM

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...

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,...

December 11, 2020, 4:05:33 PM

How 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...

August 21, 2020, 7:56:48 PM

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...

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...