Retirement Planning

running out of money after retirement

Avoid Running Out of Money After Retirement

Most retirees estimate they will spend less after retirement, but that is not always the case. Some expenses like travel and clothing may go down, but other expenses, such as medical bills and home maintenance, can be higher in retirement.

retirement planning

Back to Basics: Retirement Planning

The Back-to-Basics series, presented by Barnum, is designed to answer those questions that are on everyone’s mind. This series of articles are geared toward people

Benefits for Retirees

Potential Benefits for Retirees in 2023

It’s never too early to start planning for retirement. The journey of financial independence begins now, and your decisions today will shape your retirement life.

retirement mistakes

Avoid These 6 Retirement Mistakes

There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones.

when to begin retirement planning growth

When to Begin Retirement Planning

One of the most important questions about retirement is not only which age you’d like to retire, but when you should begin planning for it.

ira 401k roth ira

Retirement Plan Limits on the Rise in 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout thresholds for IRA deductibility and Roth contributions.

are you ready notepad

The Countdown Begins: 5 Things to Consider as You Near Retirement

Retirement planning can be daunting, especially as you near retirement age. While you’ve probably been thinking about and planning for retirement for a while now, there’s much more to consider as you close in on retirement. Here are our top 5 considerations.

saving for retirement jar

Avoiding a Retirement Income Gap

There are a lot of articles aimed at people who realize as they grow closer to retirement, that they will not be able to generate