Retirement is one of those things that feels like it's a long way off, right up until it's not. Nonetheless, being proactive and having a plan can make all the difference when it comes to living out the retirement you’ve always imagined. Start gathering a pre-retirement checklist to help you create goals, determine a realistic timeline, and keep your finances front of mind.
A fiduciary is a person that acts on behalf of another person while putting that person’s needs ahead of their own. Burt Hutchinson, CPA, CFP®, Founder and Wealth Advisor, and his team are fiduciaries by nature. It’s who we are. Our own ethical standards drive us to produce the best results for each and every client.
You’ve worked hard to save and make smart investment choices. Your goal is a smooth transition into retirement with peace of mind about your financial future. But those years of preparation can still leave you questioning exactly how to pull it off. Let’s dig into the ins and outs of social security as a retirement benefit and why deferring may be in your best interest.
RMD to make a charitable donation
When giving comes from a place of generosity and appreciation, it’s easy to skip over considering the best way to make your donation. After all, giving money is a simple transaction, right? While in the end, handing over a check to your favorite organization is a simple transfer of money, there are other options to ensure you maximize the amount you’re able to give.
