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Stevenson

Retirement Planning: The Big Picture

Future retirees and retirees should take into consideration the big picture of their retirement planning, which includes conducting financial planning and tax reviews. Once you have the full picture, it helps you make more detailed and necessary decisions to achieve the retirement for which you have worked so hard. Planning for retirement is a multi-step […]

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Stevenson

Navigating Through Annuities

When it comes to retirement, many people rely on 401(k)s and Social Security to provide them the necessary income they need. Sometimes, those sources of funds are not enough and retirees are faced with an income gap that they need to figure out how to fill. This is where annuities can come in handy for […]

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Stevenson

  Guarding Your Retirement From Taxes

In order to have the comfortable retirement you’ve hoped for, you need to start planning responsibly –and early – in your career. Over time, you can get closer to your retirement goals with money that is placed in accounts like an IRA or 401(k). Once you reach retirement, however, all the money you’ve worked hard […]

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Stevenson

The Importance of Working with a Fiduciary

If you have been paying attention to the news, you may have heard about the Department of Labor’s long-anticipated fiduciary rule that was passed early this spring. The new regulations that accompany the rule are expected to not only significantly alter how people plan for retirement, but also protect individuals from biased retirement advice. But […]

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