About kirby

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So far kirby has created 40 blog entries.

When it Comes to Taxes, Plan for Your Future Self

Retirement is a major event that can drastically change your day-to-day life, your financial strategies, and even your tax burden. Retirees may no longer receive taxable income from an employer, but they will likely receive income from other sources which can be taxed. This is why when it comes to taxes, it’s important to help [...]

2020-02-21T19:53:16+00:00February 21st, 2020|Tax Strategies|

Spending Your Free Time in Retirement

If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now.  And, that’s what retirement is about…  It’s your 30 or more year vacation.  Whether you’re traveling, volunteering, taking up new hobbies, or relaxing with friends and family, retirement is a time to unwind and do something [...]

2020-02-17T17:43:48+00:00February 17th, 2020|Lifestyle, Retirement|

Lifestyle Tips to Consider for Retirement

You’ve worked the majority of your life, and deserve to have many blissful years ahead. With a proper plan and execution strategy in place, you should be on-track to accomplish all of your retirement goals and dreams. If it’s been a little while since your last retirement review, then CLICK to request your complimentary, no obligation meeting. [...]

2020-02-17T17:40:05+00:00February 14th, 2020|Lifestyle, Retirement|

Retirement Planning in a Volatile Market

Market volatility may have you concerned, especially if you’re approaching or already in retirement.  Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and volatile market.  These feelings are normal and sometimes it can be beneficial to take a step back and look at the big picture.  We can’t predict the markets, [...]

2020-02-11T00:57:42+00:00February 10th, 2020|Retirement Planning, Stock Market|

4 Phases in Retirement

Everyone talks a lot about how to prepare for retirement financially, but there is less focus on how to adjust your mindset in retirement and manage expectations. You might not be happy every single day in retirement, but that doesn’t mean your retirement won’t be happy. Transitioning into retirement is no small task, and research shows [...]

2020-02-07T15:52:53+00:00February 7th, 2020|Psychology, Retirement|

Make the Most of Your 401(k)

We all know that a 401(k) is one of the most important retirement planning tools we have: The potential tax benefits and power of compound interest can make it a great savings and investment tool for anyone who practices financial discipline and contributes regularly. But your contributions aren’t the only things to consider when figuring [...]

2020-02-04T00:26:44+00:00February 3rd, 2020|Investment Strategies, Retirement Planning|

Reminder: Don’t Forget to Take RMDs by December 31st

Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from your own retirement accounts and inherited accounts. So if you have a retirement account, be prepared for your [...]

2019-12-09T04:39:27+00:00December 9th, 2019|Financial Planning|