There is a wealth of informal advice readily available whenever you face major retirement planning decisions. Questions such as when to begin Social Security or which retirement accounts to withdraw from first lead to lots of myths and misinformation.  Joel Cavaliere CFP TM will participate in addressing these topics ..read more

Thinking of retiring? There are important things to consider before taking that big step!  We’ll share what you need to know before you decide to ride off into your next chapter ..read more

Becky is an author and the CEO of Stonewood Financial in Louisville Kentucky.  With Becky’s unique background in government prior to joining Stonewood Financial, she brings incredible insight into what all of that ‘government speak’ potentially means for your financial future in retirement ..read more

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions when you reach the appropriate age and the distributions are taxable the moment you take them out. The more you saved, the larger the required distribution! There are ways to reduce how much of that distribution is taxable ..read more

Does the 80% rule really work for your retirement income strategy? What about the 70% rule? Do you want to fit into someone's guesstimate, or is there a better way ..read more

Estate planning is usually associated with your wishes after you’ve passed on. However, there’s a lot more to it. We’ll talk about why certain estate planning documents can be very important while you’re still living ..read more

There’s no better time than now to stop “dripping nickels!”  ..read more

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The fear of outliving your savings has caused nearly half of retirees to believe that they will outlive their savings. How can you help ensure that your savings will stretch through potentially decades of retirement life? Gone are the days when a one-size-fits-all retirement plan sufficed. Now, more than ever, there's a pressing need for a retirement strategy that's not only robust but also flexible enough to help support a longer life ..read more

The fear of outliving your savings has caused nearly half of retirees to believe that they will outlive their savings. How can you help ensure that your savings will stretch through potentially decades of retirement life? Gone are the days when a one-size-fits-all retirement plan sufficed. Now, more than ever, there's a pressing need for a retirement strategy that's not only robust but also flexible enough to help support a longer life ..read more