Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it and forget it endeavor. But no matter how well you prepare or how diligently you save, the reality is that health issues, company downsizing, a worldwide pandemic, or simply personal preference may put you face to face with an early or unexpected retirement. 

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What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed. Thus, we have brought together some of our favorite benefits of saving early, and how it can set you up for success.

Gets you in the right mindset

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5 Year-End Tax Planning Opportunities for the Savvy Investor

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability.  

Are you taking advantage of the following tax-saving strategies with your return?

1) Maximize Retirement Contributions to Traditional IRAs

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Resources to Help You Through the Coronavirus Crisis

If you have ever been flattened by a rogue wave while fishing or sunbathing on the shore, you probably recognize the emotional responses that have accompanied the pandemic wave crashing across the United States – shock, anxiety, and concern for ourselves and others.

We’ve been knocked flat by the unexpected – COVID-19.

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