by admin | Jun 28, 2021 | Retirement
When you’ve spent your whole career saving for retirement, and you see that you don’t have many years left until you flip the switch and stop working, you start feeling pretty protective of that retirement nest egg. In this Pleasant Financial...
by admin | Jun 1, 2021 | Retirement
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost-of-Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference monthly, but...
by admin | May 25, 2021 | Retirement, Uncategorized
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost of Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference...
by admin | Apr 28, 2020 | Recession, Retirement
We’ve all made plans that have had to change because of COVID and the recession. Some of us have stalled vacations. Some of us have downsized kitchen renovation plans. Some of us are staring at our plans to retire in 2020 and wondering, “will it still...
by admin | Apr 21, 2020 | Recession, Retirement
As we experience a market recession, are there anything proactive moves that we can do with our investments? Often these proactive strategies are ones that we must implement by coordinating between multiple professionals. This means your CPA, your CFP®, and your...
by admin | Apr 17, 2020 | Retirement
When the market has had big losses in the past, policy makers have stepped in and changed requirements for retirement accounts. Why? It is a way to keep our retirees’ livelihood sustained longer. The government would rather implement a stopgap now. It is a measure...
