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Jan 19
2 min

Saving for Retirement: What is an IRA?

An Individual Retirement Account is a retirement saving and investing tool that is tax-advantaged. Oftentimes a workplace retirement plan...

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Feb 5, 2020
1 min

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

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Aug 15, 2019
3 min

Switching Jobs Doesn't Mean Losing 401(k)

While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.

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Jul 14, 2019
3 min

Retirement Doesn't Have To Be A Hard Stop

So, even though many employees would like to phase their retirements, many employers are not on the same page. Another challenge that worker

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Jul 2, 2019
2 min

Retirement Planning Drawbacks and How To Navigate Them

If there is one rule more important than any other when it comes to legacy planning, it is this:

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May 1, 2019
2 min

What Can Penny Lane Financial Do For You?

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

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Apr 18, 2019
3 min

Four Retirement Myths Debunked

That’s not the only reason retirees are returning to the work force, either. With longer life expectancies, some retirees are even finding t

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Apr 11, 2019
7 min

5 Things You Need to Know About Social Security Benefits

Many Americans are forced to file for benefits early for financial reasons, which can cost them dearly in lost income.

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Feb 18, 2019
3 min

The Secret Retirement Strategy

Do Something: Start...

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Oct 23, 2018
2 min

Live a Longer and Better Life by Volunteering

Staying active during retirement is essential to good health, and volunteering in your community is one of the best ways to engage....

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Aug 23, 2018
3 min

Does it Make Sense to take Social Security at Age 62?

Alternatively, sometimes one spouse earns a lot of money and the other doesn't work or earns very little. In this circumstance, the brea

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Jun 26, 2018
4 min

Answers to Your Questions About Medicare

Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par

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Jun 12, 2018
2 min

Two Retirement Expenses You May Be Overlooking

The price for a single month in an assisted-living facility can range from $1,500 to $4,000. If you need to go into a nursing home that prov

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May 21, 2018
2 min

Tips on How to Manage Two Homes During Retirement

How you prepare for leaving one home when you go to the other can be a large factor in determining the success of your two-home lifestyle. H

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Mar 27, 2018
3 min

Approaching Retirement? It's Important to Stay Busy

A lack of planning can leave you feeling bored and listless. So keep a to-do list, plan your days, and stay engaged.

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Mar 5, 2018
2 min

Why You Shouldn't Overlook Long-term Care

It’s not something we like talking about, but the reality is that many people will have a costly claim they could never have afforded withou

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Jan 31, 2018
3 min

It Pays to Understand your Tax Liabilities during Retirement

At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.

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Dec 29, 2017
2 min

Four Ways To Protect Your Estate

3. Try to avoid probate. Probate is a legal process that can be expensive and cumbersome. People go through probate after someone dies and t

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Dec 6, 2017
3 min

Eight Worst Mistakes Retired People Make

Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...

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Oct 9, 2017
2 min

7 Great Cities for Retirement in Washington

What makes a city a great place to retire? Here’s what we considered when drafting our list of best places to retire in the Evergreen...

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