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When to Start Taking Social Security Benefits

When to Start Taking Social Security Benefits

by Hannah Moore | Aug 15, 2023 | Established Career, Nearing Retirement, Recently Retired

Social Security has a reputation for being confusing— and not just because of how your contributions look on your pay stubs and tax returns. It’s complicated because your Social Security benefits don’t always line up with your official retirement date. You can decide...
Making Job Decisions That Align With Your Retirement Planning

Making Job Decisions That Align With Your Retirement Planning

by Hannah Moore | Jul 19, 2023 | Financial Transitions, Nearing Retirement, Recently Retired

When financial planners talk about your career choices, it’s often through the lens of retirement planning. How will your current job get you to retirement? Are you saving enough and taking advantage of your employer’s 401(k) match? Do you know how many more years you...
The Importance of Reviewing Your Estate Plan

The Importance of Reviewing Your Estate Plan

by Hannah Moore | Mar 21, 2023 | Goals, Nearing Retirement, Recently Retired

Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
Tax Filing for Retirees: What Seniors Need to Know

Tax Filing for Retirees: What Seniors Need to Know

by Hannah Moore | Mar 8, 2023 | Nearing Retirement, Recently Retired, Taxes

Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
Rising Interest Rates: The Pros and Cons for Retirees

Rising Interest Rates: The Pros and Cons for Retirees

by Hannah Moore | Sep 21, 2022 | Investments, Nearing Retirement, Personal Finance, Recently Retired

Recent financial news pages are full of stories about rising interest rates. At the end of July, the Federal Reserve announced a 0.75-percentage-point hike in interest rates. This was the latest in a series of rate increases that started in March 2022. The Fed has...
Saving vs. Spending Money in Retirement: How to Change Your Perspective

Saving vs. Spending Money in Retirement: How to Change Your Perspective

by Hannah Moore | Jun 1, 2022 | Goals, Nearing Retirement, Recently Retired

The transition to retirement can be an overwhelming experience; it often takes a while to get out of that work mindset and decide how to structure your days now that you aren’t spending them at the office. Many people find the financial transition to be challenging as...
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