Aug 15, 20193 minSwitching 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.
Jul 2, 20192 minRetirement Planning Drawbacks and How To Navigate ThemIf there is one rule more important than any other when it comes to legacy planning, it is this:
Jun 26, 20184 minAnswers to Your Questions About MedicareIs Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par
Mar 27, 20183 minApproaching Retirement? It's Important to Stay BusyA lack of planning can leave you feeling bored and listless. So keep a to-do list, plan your days, and stay engaged.
Jan 31, 20183 minIt Pays to Understand your Tax Liabilities during RetirementAt Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
Dec 6, 20173 minEight Worst Mistakes Retired People MakeMoney mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...
Oct 9, 20172 min7 Great Cities for Retirement in WashingtonWhat 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...
Oct 4, 20172 minConsider Long-Term Care to Protect Your AssetsWe all know that the costs of a major illness can quickly deplete insurance benefits and consume your savings. Traditional health...
Aug 14, 20172 minGood News About the Cost of RetirementYour expenses will likely decrease when you retire, so you may be able to live on less money than you currently do. Of course, your...
Aug 11, 20172 minCatch-up Strategies for Retirement SavingsIf you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...