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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.

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:

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

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.

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.

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...

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...

Consider Long-Term Care to Protect Your Assets

We all know that the costs of a major illness can quickly deplete insurance benefits and consume your savings. Traditional health...

Good News About the Cost of Retirement

Your expenses will likely decrease when you retire, so you may be able to live on less money than you currently do. Of course, your...

Catch-up Strategies for Retirement Savings

If you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...