Retirement Benefits for Married Couples

Benefits apply to same-sex and traditional marriages alike Several retirement plan rules apply specifically to married individuals. And these rules hold true for legally married same-sex spouses, after the U.S. Supreme Court’s landmark decisions in United States v. Windsor and Obergefell v. Hodges made same-sex marriages legal nationwide and ensured that those marriages would enjoy […]

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Reaching Retirement: Facing a Shortfall

What if you’re nearing retirement and you determine that your retirement income may not be adequate to meet your retirement expenses? If retirement is just around the corner, you may need to drastically change your spending and saving habits. Saving even a little money can really add up if you do it consistently and earn […]

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Retirement Timing

Deciding When to Retire: When Timing Becomes Critical

As we near the end of the year, many people start to think about whether it makes sense to retire now or keep their career going. There are quite a few considerations to make. One of the most important things to do is to sit down with your financial advisor and make certain that your plan is in place. This blog provides information from our partners at Broadridge that discusses many of the critical elements that should go into your decision. […]

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Retirement Plan Considerations

Three Retirement Savings Plan Tips

Throughout your career, you may face important decisions involving your retirement savings plan. For example, if your plan provides for Roth contributions, you’ll want to review the differences between these and traditional pretax contributions to determine the best strategy for your situation. While pretax contributions offer an upfront tax benefit, you’ll have to pay taxes […]

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Retirement Plan Considerations