Posted on: April 29, 2024
The first private pension plan in the United States was established in the late 1800s. Through 1980, nearly 40 percent of Americans were covered by a traditional employer-funded pension. However, employer-provided retirement plans have now primarily shifted to retirement savings vehicles like 401(k) plans and Individual Retirement Accounts (IRAs), which place most of the savings […]
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Posted on: January 24, 2024
As the new year unfolds, the pulse of change is palpable in the vibrant city of Austin. For parents who balance the demands of professional life with the joys and responsibilities of raising children, understanding the nuances of Social Security shift in 2024 is not just prudent—it's essential for robust estate planning. The Social Security […]
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Posted on: January 22, 2024
As the eldest of Generation X edge a path toward retirement, the financial landscape presents a starkly different picture from their parents. Here in Austin, where the cost of living has risen with the city's popularity, Gen Xers face a retirement planning challenge that echoes a national sentiment: preparing for a future that looks much […]
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Posted on: January 14, 2024
People often view Estate Planning through a lens of complexity and necessity, a task they must manage among the hustle of their successful life. But what if it could be as visionary as the rest of your endeavors? Imagine a tool in your financial arsenal that offers you the freedom to grow your retirement funds […]
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Posted on: December 10, 2023
As the gentle holiday buzz fills the air at the pop-up ice skating rink at the Galleria in Bee Cave, families gather, sipping their lattes while the kids slip and slide nearby. Amidst these serene moments, thoughts often turn to the future, mainly to retirement planning. For those juggling the joys of raising children and […]
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Posted on: October 15, 2023
Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.
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Posted on: October 3, 2023
A steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
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Posted on: September 12, 2023
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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Posted on: August 29, 2023
Consider These Things First Your retirement account may be one of the most valuable things you own. Many consider naming their children as the beneficiaries of these accounts because they think it is a way of efficiently transferring their wealth if something happens to them. However, some factors make this type of transfer more complicated […]
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