Tax-Efficient Retirement Planning: Reduce Your Tax Burden with These Three Strategies

Try these tax-efficient retirement planning strategies to boost your savings and secure your future.

Retirement planning is a crucial aspect of securing your financial future. While building a substantial retirement nest egg is essential, understanding the tax implications of your retirement savings and income is equally important. Taxes can significantly impact your retirement funds, so employing tax-efficient retirement planning strategies can help you make the most of your hard-earned […]

6 Tips For Your End-of-Year Finances

Person using a calculator to manage end-of-year finances, emphasizing financial planning and calculations for the year's end.

Here are the six financial key points for people to be aware of before the end of the year to better position themselves. 1. RMDs — Required minimum distributions: If you are age 73 or older and have a “tax-deferred” retirement account like a 401K, Traditional IRA, TSP, 403B, or a 457 plan, you must […]

Keep Calm and Retire On Webinar

Keep Calm Retirement Webinar

The key to planning for retirement is to not panic! Mike Kojonen talks you through how to keep calm and plan for retirement in a meaningful way. Watch the special webinar to gain insights and retirement tips.https://vimeo.com/878431827/fce2f31f3a

Build Tax-Free Income For Retirement

If there’s one thing almost everyone can agree on, it’s not wanting to pay taxes. After all, who wants to give up their hard-earned money to the government? The retirement savings gap is a multifaceted issue for many working people. With many challenges workers face, it’s easy to forget about taxes when it comes to […]

2020 Retirement Calendar

2020 Retirement Calendar Weekly Update – December 25, 2019 The New Year marks the opportunity for a new beginning. It’s a time to reflect, refresh, and recommit. A great way to start may be with solid financial resolutions that can help you reach your goals. You can start by making a list, but the key […]

Is Working in Retirement Worth It?

Today, Americans 65 and older are more likely to be working than in 1985. More than 20% are working part- or full-time, and the numbers are projected to continue climbing, according to a recent study.1 Reasons for working longer? There may be a whole spectrum of reasons, but most of it comes down to rising […]

Wrapping Up 2018

While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it […]

Make the Most of Your RMDs

The news of potential government rule changes has brought to light how challenging and confusing Required Minimum Distributions (RMDs) can be for retirees. For some, RMDs are used for everyday living expenses, but according to a study by Allianz Life, 80% of respondents aged 65-75 don’t think that they will need all of their RMDs for […]

Thankful for Retirement

We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important to have a lifestyle plan for retirement. Having these plans beforehand […]

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

Skip to content