A home cannot be sold unless the foundation is sturdy, correct? A retirement portfolio cannot succeed without a solid foundation as well. For retirement, that foundation is Social Security, and SS is typically 40% of a retiree’s income. Like a home, each person’s benefits will vary. No situation is
As your retirement nears, you may be ready to also retire your CPA status. But keeping your credentials after retirement may open doors you haven’t thought of. Maintaining your CPA status after retirement allows for a host of opportunities. If you ever want to offer services such as tax
Every up has a down, every down has an up. Lulls and downturns in trade are cyclic norms—something our stock market is no stranger to. Historically speaking, the global market sees a downturn approximately every 10 years. Since retirement has been left to individuals to figure out, a lot
Retirement is whatever you want to make it! Which means you may want to continue working and bringing some extra income in. Working part-time keeps that income stream, keeps a routine, keeps you active, and can be fun all at the same time! A part-time retirement gig, much like
Medicare is federally funded health insurance for seniors over age 65. You may qualify for the program if you are younger with qualifying disabilities (some end-stage diseases may qualify you as well). Administered by the Centers for Medicare and Medicaid, this program is like the Social Security entitlement program.
Configuring retirement expenses can be a daunting, overwhelming task especially when you are unsure how to approach it. It can be more stressful when you are 10+ years away from retirement still! But to have a secure, successful retirement, it is important to plan; getting a budget together sooner