Ask Jake: What is FIRE (Financial Independence, Retire Early)?
Do you qualify for financial idependance retire early (FIRE)? Here are some takeaways that can strengthen any retirement plan, regardless of investor age.
Ask an Advisor: How Much Do I Need for Retirement?
Saving for retirement is an incredibly complex decision and conversation. It’s got to be one of the most common questions that we’re asked here at P&S. There are a lot of rules of thumb out there. But, at the end of the day, it’s an incredibly personal decision, and there’s no ‘one size fits all’
Ask an Advisor: What Do I Need to Know About Social Security?
Today, we’re going to be asking Paul Sorenson about Social Security. The planning surrounding Social Security is very specific, and there’s a lot of complexity involved with that decision.
3 Career Transition Options to Consider
Working as you transition to, or even during, retirement can provide fulfillment and allow you professional flexibility that suits your changing lifestyle.
Don’t Forget the Quantity – Quality Balance when Planning Your Retirement
As Americans enjoy longer life expectancy during retirement, planning for quality of life in those years is an essential aspect of retirement planning.
Ask an Advisor: What’s a CFP?
“What’s a CFP, and why does the CFP certification matter?” CFP stands for certified financial planner professional. The CFP designation is awarded in recognition of an individual who was passed through a rigorous certification process.
Ask an Advisor: Common Estate Planning Mistakes
The most common estate planning mistake that we see is not having any estate plan in place. There’s no will. There’s no living will, no power of attorney. In the state of Maryland, if you don’t have a named beneficiary or don’t have your estate planning documents in order, it’s not you that is dictating, it’s the state of Maryland and other statutes.
Tax Considerations for the Working Individual Reviewing 2018 Returns – Qualified Plans
Many tax issues are covered in consideration of family issues, income, and investments, but if you have qualified plans, there are just a few more loose ends to wrap up during your tax review.
Tax Considerations for the Working Individual Reviewing 2018 Returns – Investments, Income, and Other Issues
When it comes to planning your tax strategy, you need to consider a variety of factors related to your income and investments, as well as some various related issues
Tax Considerations for the Retiree – Investment Income and Other Issues
Your income situation as a retiree is probably quite a bit different than it was when you were working. When it comes to your investment income, here are the issues you want to consider.
