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Great Courses: How To Plan For The Perfect Retirement See Dana’s Class On The Great Courses Control Your Retirement Destiny book cover Read Control Your Retirement Destiny Computer screen Check Out Our Upcoming Free Webinar Downloadable PDF Browse Our Free Resources Woman streaming a webinar Watch Recorded Webinars Control You Retirement Destiny podcast artwork Listen To The Podcast Woman sitting in office Meet Our Planners Via Video Start squeezin' orange image Sign Up For Our Free Monthly Newsletter Venn diagram Featured Post

How Does Medicare Work?

Medicare has several parts. Here's an overview of what it covers, when to enroll, and how much it costs.

May 6, 2022 ·
Retirement Planning
How Does Medicare Work?

Free Online Retirement Class

Our next free online retirement class is How to Make a Retirement Income Plan on January 20, 2022

March 26, 2022 ·
Retirement Classes

How to Get Maximum Social Security Survivor Benefits

Social Security widow and widower benefit rules are complex. The maximum amount of Social Security survivor benefits you are entitled to rests on a host of variables, including your age, the age of the deceased, and how old your spouse was when they began their benefits. Below we lay out the rules. Then we go through a practical example of... View Article

July 9, 2021 ·
Social Security
How to Get Maximum Social Security Survivor Benefits

How to Navigate the Transition to Retirement

You’ve thought about retirement for years. Now, here you are getting close, and you feel… anxious, nervous, and for some, even terrified. After putting away money for so long, the thought of spending that savings makes all kinds of questions race through your mind. What if the market goes down? What if you don’t have enough? What if a health... View Article

July 7, 2021 ·
Retirement Planning

When Can You Retire? Maybe now.

It may be hard to believe, but not everyone wants to retire. However, for those who do, the most common question is, “How quickly can I make retirement happen?” Once you’re ready to retire, it seems the last day of work can’t come soon enough. We’ve worked with many folks who even keep a retirement countdown app on their phone,... View Article

July 1, 2021 ·
Retirement Planning
When Can You Retire? Maybe now.

Retirement Planner or Financial Planner – Which Do I Need?

There is a difference between a retirement planner and a financial planner in the same way there is a difference between a cardiologist and a family practice doctor. They both start with the same basic training, but one has gone on to become a specialist. Financial planners are trained to help you accumulate and invest your money. Retirement planners have... View Article

June 10, 2021 ·
Finding a Financial Advisor Retirement Planning
Retirement Planner or Financial Planner – Which Do I Need?

More Frequently Asked Questions About Our Services

How do your services work? We begin by developing a comprehensive, customized plan delivered over a series of approximately three meetings each spaced about 2-3 weeks apart. We call this a Juicing® Plan – the process is designed to help you “squeeze” more out of your money. Your financial plan projects how well prepared you are to meet your retirement... View Article

May 4, 2021 ·
Finding a Financial Advisor Sensible Money Office

How Required Minimum Distributions Work

Tax-deferred growth is a key feature of retirement accounts — traditional IRAs, SEP-IRAs, SIMPLE IRAS, SARSEP IRAs, Roth IRAs, 401(k)s and the like. But, with the exception of distributions from a Roth IRA, you can’t defer income taxes forever. In fact, upon reaching age 72, the IRS requires that you start withdrawing as ordinary income a portion of the money... View Article

January 8, 2021 ·
Retirement Planning
How Required Minimum Distributions Work

3 Ways to Stress-Test Your Retirement Income Plan

You need to be sure your retirement income plan will last. Here are three ways to stress-test it.

December 19, 2020 ·
Retirement Planning
3 Ways to Stress-Test Your Retirement Income Plan

Taxes in Retirement. Tax Rules That Await You in Your Retired Years.

Taxes continue in retirement. Here are the rules that await you as your income sources shift.

December 13, 2020 ·
Tax Planning
Taxes in Retirement. Tax Rules That Await You in Your Retired Years.
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