If you're like most people, you likely have old retirement accounts (401(k) (403(b), 457, etc.) from former employers. When we change jobs, whatever the reason, We often neglect to think about what to do with our former employer's retirement accounts. There are too many other things on our minds. Financial advisors will often tell you the best option is to rollover … [Read more...] about A Guide on What You Need to Know about Old Retirement Accounts
No matter your age, you’ve likely given some thought to when you will retire. Is part of that thinking about what will make you happy in retirement? If not, maybe it should be. I realize it’s a strange question to ask when talking about retirement. To me, though, it’s a relevant one. As a financial advisor, I’ve noticed those who are happy in retirement are, for the most … [Read more...] about How Do You Know You’ll Be Happy in Retirement?
Social Security Administration recently announced 2018 Social Security COLAs (cost of living adjustments) and other benefits. The 2018 COLA will be 2.0% for 2018. That's the largest since 2012. In July, the Social Security Board of Trustees estimated a 2.2% COLA for 2018. The Social Security Administration says that COLA increase applies to over 65 million … [Read more...] about 2018 Social Security COLAs Announced