If you’re a retiree in Canton, Ohio, planning for your financial future, choosing the right financial advisor can feel overwhelming. With so many options, how do you know who’s truly looking out for your best interests?
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With the 2024 tax season in the rearview mirror, now’s the perfect time to plan for 2025 and avoid surprises like an IRS underpayment penalty. This post is especially for those of you considering a Roth IRA conversion, which can sometimes trigger penalties if not handled carefully. Let’s break it down in plain language so you can feel confident heading into next year.
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Volatility gripped markets in the first quarter of 2025 and the major stock indices saw moderate declines as chaotic U.S. trade and tariff policies caused a steep plunge in business and consumer confidence, which raised concerns that economic growth would dramatically slow and corporate earnings growth would disappoint.
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Spring is the perfect time to refresh more than just your home—your retirement plan deserves a tune-up too! Here are five practical steps to ensure your financial roadmap still fits your lifestyle. From reassessing your goals and optimizing taxes to rebalancing investments and securing your legacy, this guide helps retirees take control with confidence.
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The S&P 500 rose to an all-time high in the fourth quarter and extended 2024 gains as the election results raised expectations for tax cuts and other pro-growth policies in 2025, while the economy remained on solid footing and the Fed continued to cut interest rates.
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The holiday season brings cherished moments of connection as families gather to celebrate and create memories. Amid the joy and togetherness, these gatherings also present an opportunity to engage in meaningful conversations about personal finances. While money can be a sensitive topic, approaching it thoughtfully can foster understanding, encouragement, and preparation across generations.
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Downsizing is a common path many retirees consider, whether for financial reasons, lifestyle changes, or simply the desire for a fresh start. But is downsizing the right move for you?
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Markets were volatile in the third quarter as investors faced political turmoil and increased uncertainty about future economic growth, but the return of Fed rate cuts and solid corporate earnings helped to offset those political and economic anxieties, and the S&P 500 hit another new all-time high and finished the quarter with strong gains.
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The transition to retirement is a significant life event filled with opportunities and challenges. By making thoughtful decisions, maintaining strong relationships, planning for uncertainties, and prioritizing your health and legal affairs, you can navigate this new phase with confidence.
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Understanding how capital gains impact your income taxes, Medicare premiums, and Social Security benefits is essential for effective retirement planning.
Continue readingThis Retirement Planning Worksheet takes you through 4 key areas to help you get organized, feel confident, and assess your overall readiness for retirement.
