Retirement Planning Archives

two staff members interviewing a new employee

June 10, 2026

What to Do With Your Old 401(k) When You Change Jobs

If you have a goal to quit your job in the upcoming year, that’s great! You’re all set to make a fresh start in your career.

couple looking at the wife's early retirement offer

June 1, 2026

How to Evaluate an Early Retirement Offer and Protect Your Future

In today’s corporate environment, cost-cutting, restructuring, and downsizing are the norm, and many employers offer their employees early retirement packages. It can be challenging to know if a seemingly attractive offer you’ve received is a good one.

March 10, 2026

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed the Social Security Act into law in 1935, Americans approaching retirement have wrestled

couple riding their bikes on a spring day

February 14, 2026

Preparing for Retirement: The Financial and Emotional Transition

We often discuss preparation tactics for retirement. We include information on ways to prepare financially and even ways to ensure you’re creating a generous amount of support for your heirs after your passing.

January 6, 2026

Traditional vs Roth IRA: Which One Is Right for You?

You’re ready to establish a retirement savings account, and you want to go with the option that best fits your financial situation.

January 5, 2026

Planning for Health Care Costs in Retirement

Health care is one of the most significant expenses many people will face in retirement. While individuals often focus on

Pay off mortgage before retirement home and pool

January 5, 2026

Should You Pay Off Your Mortgage Before Retirement?

Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.

Retirement Plan Contribution Limits for 2026

January 2, 2026

Retirement Contribution Limits for 2026

Saving for retirement isn’t just about how much you set aside—it’s also shaped by the rules that govern retirement accounts. Recent updates under the SECURE Act 2.0, including changes to retirement contribution limits for 2026, have expanded contribution opportunities and introduced new planning considerations for many savers.

January 1, 2026

Retirement Account Oversight and Coordination: Optimize Your IRA, 401(k), and Pension Assets

Retirement account oversight and coordination are critical to optimizing your IRA, 401(k), and pension assets. Many investors accumulate multiple retirement