CARES Act: What You Need to Know

In order to help combat the COVID-19 pandemic, the $2 trillion+ federal aid package includes several provisions intended to help ease the financial burden that retirees and working individuals may face during these uncertain times. While the biggest provision is a $1,200 stimulus check, there are other provisions under the CARES Act that one should be aware of.

Read More

Downsizing When Retired: What to Consider

The thought of downsizing is something that may have crossed one’s mind when thinking about one’s living situation during retirement. While the obvious advantage for it is monthly costs going down, there are other factors to consider. Here, we will go over some of the pros & cons to consider if downsizing may be right for you.

Read More

Roth IRAs for Kids

We all know that saving for retirement is important. The earlier one starts, the better the likelihood of having enough to last throughout retirement. For children, utilizing a Roth IRA a savings account can optimize their path to retirement as well as teaching them the importance of saving and investing.

Read More
Subscribe to Retirement Planning