Blog

Finding a hobby in retirement

If you’re retired, or thinking about retirement, and still see too many blank time blocks, by asking yourself these three questions you might discover a new hobby you can add into the mix.

Building your vacation bucket list

Now is the time to get your family together and ask these three key questions.

How to take money out of your IRA or 401(k)

We know that, under normal circumstances, if we decide to withdraw funds from an IRA – where we contributed pre-tax dollars – we’ll have to pay the income taxes on the amount withdrawn. But what else?

Involving Family with Philanthropy

Whether your family decides to give back through volunteering, philanthropy, or some combination, your charitable plans will affect your financial plan as well. Learn more.

Navigating life’s transitions by rewriting your story

If you feel like your story has lost some of its most important plot threads, use this three-step method to find a new happy ending.

Supporting widows on Father’s Day

Whether a woman is newly widowed or lost their spouse years ago, days like Father's Day are rife with complicated and difficult emotions. How can you support them?

Smart retirement: in pursuit of tax-free income

Keeping taxable income low has benefits beyond just minimizing your tax burden and making Roth conversions attractive. It can also affect the “combined income” calculation that determines how much of your Social Security benefits are taxable.

How to use your HSA account as a retirement medical fund

Whether HSAs are used to cover unplanned medical expenses in pre-retirement or the medical costs that come with aging, they provide a double benefit: not only are they valuable as an emergency medical fund, but the value is compounded by being tax-advantaged.

Get ready for ‘whatever’

Could ignoring financial resolutions lead to a richer life?

Playing "catch-up" the safe way

IRS rules around retirement savings favor those who are over 50. Contributions above the normal limits are referred to as “catch-up” contributions.

A widow’s dream team: widowhood shouldn’t be a solo venture

It’s unlikely that anyone in that group can fill one of the most cherished roles of the one you lost: that of a trusted guide. As a widow, you need a dream team of people “who have your back.”

Where are your bankers when you need them?

Some people simply want to juggle assets in the face of inconvenient external factors. And that juggling may require some bridge money to minimize damage.