by lportee53 | Jul 30, 2025 | Retirement
Women and Wealth: A Pivot Towards Retirement Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider...
by lportee53 | Jun 25, 2025 | Retirement
Retirement Questions That Have Nothing to Do With Money Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to...
by lportee53 | Mar 20, 2025 | Retirement
Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...
by lportee53 | Dec 26, 2024 | Retirement
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Dec 19, 2024 | Retirement
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea...
by lportee53 | Oct 3, 2024 | Retirement
Eight Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. There are common mistakes you can avoid when...
