Will I Be OK Financially?
Wednesday, April 3, 2019
Women often face financial headwinds in the form of the gender pay gap, the number of years in the paid workforce, and longer life spans.
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Your Year-End Tax Planning Checklist
Wednesday, December 12, 2018
Even with only weeks left in 2018, there are still some relatively simple end of year tax planning moves available to help lessen the burden in April 2019.
UPDATE: 2019 to Bring Changes for Social Security
Tuesday, December 11, 2018
Every year we can count on some changes to the Social Security system that will affect both retirees and workers who are currently paying into the program.
UPDATE: Look to Your Income to Determine Medicare Premiums
Tuesday, December 11, 2018
As you are planning for retirement or if you are already in retirement, it is important to understand the effects that your financial decisions can have on your Medicare premiums.
Starting the Conversation on Retirement Planning
Tuesday, October 16, 2018
By now, you’ve heard that the key to retirement planning is starting early. But living by a simple principle is not the same as putting a full plan in place.
Roth Conversion Tax Rules: What You Need to Know
Wednesday, September 12, 2018
If you’re considering converting from a traditional to Roth IRA, it’s important you understand the Roth conversion tax rules before you make the switch.
In Good Hands: Q&A on Finding an Assisted Living Community Right for You
Thursday, August 16, 2018
One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence of children.
Your Guide to Health Savings Accounts
Wednesday, June 27, 2018
Brighton Jones advisor Tim Amen, CFP® offers an in-depth look at both the mechanics and potential benefits of health savings accounts.
Inheriting an IRA? Here’s What to Do Next
Wednesday, June 20, 2018
An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.
Why All Retirement Accounts Aren’t Created Equal
Thursday, May 24, 2018
When any discussion of personal finance turns to retirement savings, the focus often settles on a long-standing debate: should you contribute to a traditional or Roth account?