Good Financial Reads: How to Master Retirement Planning

How to know when you're ready to retire

by Cristina Livadary, Mana Financial Life Design 

Let's talk about one of the most coveted achievements in life: retirement. Not the "I'm rich enough to stop working" kind, but the "I've built a life so damn good, I can't wait to live it full-time" variety. At Mana, we believe retirement isn't just about reaching a magic number—it's about crafting a life you can't wait to live fully. 

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Can I Use Rule 72(t) To Retire Early?

by Alvin Carlos, District Capital Management

Are you planning for an early retirement? You may be navigating various rules and strategies to access your retirement funds early without incurring penalties. One such strategy is Rule 72(t), also known as substantially equal periodic payments (SEPP), which allows individuals to make early withdrawals from retirement accounts penalty-free under certain conditions. In this detailed guide, we’ll explore what Rule 72(t) entails, how it works, its advantages and limitations, and considerations for using it effectively to retire early.

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How can I reduce my taxable income before and after retirement?

by John Foligno, Grand Life Financial

Keeping up with all the tax legislation changes makes it challenging to know what you can do to reduce your income taxes. These are some of the ways that you can reduce your taxable income while you are working as well as after you have begun retirement.

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Why is Portfolio Rebalancing Important for Executives and How To Do It

by Grant Bledsoe, Three Oaks Wealth

Financial media love to create lists of the “best” and “lowest cost” states to retire in.  This week, we answer a question about the differences between Tennessee, Texas, and Florida as retirement destinations and what you should consider when relocating in retirement.

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.