‘Tis The Season For Tax Planning: Tips For The End Of The Year
By Shawn Stone As the year draws to a close, getting your finances in order is a great way to end on a high note and have a strong start […]
New COLA rate and its impact in the New Year
By Shawn Stone A big question on seniors’ minds earlier this year was: How much of a e Social Security increase is coming in 2023? By mid-October, they had their […]
What Does Veterans Day Mean to You?
PLEASE NOTE: Statements made in this blog post are direct quotes from employees of Retirement Planners of America as of the date of publication. The views and opinions expressed by […]
What To Do With Your Finances After The Loss Of A Spouse
Jordan Roach, Retirement Planner at RPOA While couples can spend years preparing for their golden years, nothing can emotionally prepare them for losing a spouse in retirement. As a surviving […]
Tips to play catch up for retirement?
What happens if you’ve been saving and saving for retirement, and something happens in the market? What if that something causes you to lose 50% of what you have saved? […]
How To Get Off The Market Roller Coaster And Protect Your Retirement
When the market is going up day after day, some investors may get buying fever because they think the market could continue in an upwards momentum. But once the market […]
Tips To Getting Through Inflation When Retired
According to the Associated Press, inflation is at a 40-year high. For retirees on a fixed income, this economic environment could be daunting. So, if you are a retiree or […]
Why ETFs are a wise choice in a bear market
By: Jim Ward, Chief Investment Officer for Retirement Planners of America With stock markets in turmoil, many investors are currently swimming in choppy waters and are trying to find the […]
Pre-COVID-19 Retirees Are Returning To Work After Inflation Hits Them Hard
According to the U.S. Bureau of Labor Statistics, more retirees are returning to the workplace. Do we know why? Some of the possibilities are the rise in inflation, stock market […]
How Does Rebalancing Your Portfolio Help Your Retirement Money Last?
You’ve probably heard that rebalancing your portfolio is a good practice, but do you know why you should do it? It’s actually a strategy to help to control risk—and one I believe […]
Want to Retire Outside the US? Follow this Important Tip.
There are several reasons you might want to retire outside the US. Maybe you’d like to take advantage of a lower cost of living. Maybe you’d like to try a […]
When to Take Social Security: Spousal Benefits and Retroactive Payments
Knowing when to take Social Security (SS) can be tricky, which is why I answer questions about Social Security every week on my radio show Money Matters. Recently a listener had […]