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Living Your Retirement As you focus in on living your best retirement life, here is a guideline to help you in preparing for your retirement journey. Five years from retirement – Begin to prepare Initiate the retirement discussion, among the topics to discuss are: Help them consider a target retirement. Create a plan to build…
Return on Life There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). With ROL, money becomes a tool to help you live the life you…
2022 Contribution Limits On November 4th, 2021, the IRS announced the new 2022 cost of living adjustments for retirement plans. Preview the changes in the table below: Fee-based planning offered through Focus On Success, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities…
Develop an Estate Plan to Give Your Family a Great Return On Life Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique…
Inflation – Financial Planning “If life were predictable it would cease to be life and be without flavor.” – Eleanor Roosevelt Well, Mrs. Roosevelt was right, life has had a lot of flavors recently. As we look to the markets, we see a combination of federal stimulus funding, unprecedented stockpiles of household savings and the…
Seven Common Rollover Mistakes If you are changing jobs or looking to retire in the near-term, make sure you take your money with you and avoid any negative tax consequences. Life doesn’t stop and rather than losing track of an old retirement plan, transfer your retirement savings to an IRA immediately when you are going…