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Apr 9, 2020
1 min

Let's Keep Working

Working through an unusual time.

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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 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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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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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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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 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 catastro...

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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 St...

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Oct 4, 2017
2 min

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 covera...

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Aug 14, 2017
2 min

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 expen...

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Aug 11, 2017
2 min

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: ...

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