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Tag: retirement

Six Common 401(k) Plan Misconceptions

By on October 14, 2015 in Newsletter Articles with 0 Comments
Six Common 401(k) Plan Misconceptions

Do you really know as much as you think you do about your 401(k) plan? Let’s find out. 1. If I leave my job, my entire 401(k) account is mine to keep. This may or may not be true, depending on your plan’s “vesting schedule.” Your own contributions to the plan–that is, your pretax or […]

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Taxes, Retirement, and Timing Social Security

By on September 17, 2015 in Newsletter Articles with 0 Comments
Taxes, Retirement, and Timing Social Security

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. (Note: Required minimum distributions from non-Roth IRAs and qualified retirement plans must generally start at age 70½.) […]

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Five Ways to Manage Risk in Your Retirement Savings Plan

By on August 14, 2015 in Newsletter Articles with 0 Comments
Five Ways to Manage Risk in Your Retirement Savings Plan

Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest for the future automatically, following that oft-noted advice to “pay yourself first.” But choosing to participate is just one important step. Another key to making it work for you is managing risk in your […]

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June 27, 2015 – Mike Burton on Mortgages

By on June 30, 2015 in Radio Show with 0 Comments

Chris and show sponsor and frequent guest Mike Burton of Slade Mortgage co-host this week’s Something More. They discuss the news of the week, including the Supreme Court rulings on gay marriage and health care. Chris offers some market perspective and Mike discusses everything you ever wanted to know about mortgages. All that, plus your calls […]

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Age-Based Tips for Making the Most of Your Retirement Savings Plan

By on June 10, 2015 in Newsletter Articles with 0 Comments
Age-Based Tips for Making the Most of Your Retirement Savings Plan

No matter what your age, your work-based retirement savings plan can be a key component of your overall financial strategy. Following are some age-based points to consider when determining how to put your plan to work for you. Just starting out Just starting your first job? Chances are you face a number of financial challenges. […]

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Reviewing Your Finances Mid-Year

By on June 10, 2015 in Featured, Newsletter Articles with 0 Comments
Reviewing Your Finances Mid-Year

You made it through tax season and now you’re looking forward to your summer vacation. But before you go, take some time to review your finances. Mid-year is an ideal time to do so, because the demands on your time may be fewer, and the planning opportunities greater, than if you wait until the end […]

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May 16, 2015 – Bob Mauterstock, Jeff Davis, and David Augustinho

By on May 18, 2015 in Radio Show with 0 Comments

This week’s show is full of good information as Chris welcomes several guests to “Something More.” Author and advisor Bob Mauterstock talks about his book, Passing the Torch. He tells of important conversations retirees should have with their adult children to include them in the planning process. David Augustinho of the Cape Cod and Islands […]

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April 25, 2015 – Bret Stephens

By on May 14, 2015 in Radio Show with 0 Comments

Chris has a full show this week. He talks a bit about financial issues such as IRAs, variable annuities, long term care insurance, and mistakes people make which undermine their retirements. He also talks with author and journalist Bret Stephens about US foreign policy and the urge for isolationism vs the need for engagement. Madeline […]

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No Matter What Your Age, Your Social Security Statement Matters

By on May 13, 2015 in Newsletter Articles with 0 Comments
No Matter What Your Age, Your Social Security Statement Matters

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social Security offers. Since then, millions of Americans have reviewed their personalized statements to see a detailed record of their earnings, as well as estimates of retirement, survivor, and disability benefits […]

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Retirement Withdrawal Rates

By on May 13, 2015 in Featured, Newsletter Articles with 0 Comments
Retirement Withdrawal Rates

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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