Is “Opting Out” An Option?

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Over the past six years working at the Board of Retirement, I have had many discussions with ministers about opting out of Social Security. Some […]

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Planning for Retirement

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Most of us want to retire someday. In fact, some may even have a plan for what that will look like, and all the things […]

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Step Aside, Excuses!

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You know the drill. Retirement is coming. It is best to start early saving for retirement. The more time you have to save, the more […]

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IRS Announces 2021 Contribution Limits

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The Internal Revenue Service has announced contribution and benefit limits for 2021. The limit on contributions by employees who participate in 401(k)s, 403(b)s, Sec. 457 […]

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Traditional Versus ROTH

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Once someone begins retirement planning, one of the first decisions he or she must make is whether to use a traditional (pre-tax) account or a […]

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Understanding Basic Investment Principles

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Most of us have heard the advice: “Save 15% of your income to maintain your current lifestyle in retirement.” Since everyone’s situation is different, how […]

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