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.
Estate planning is a broad topic referring to the effort you put into ensuring your finances, assets, and family are cared for in accordance with your wishes when you’re no longer around. The goals for many include: ensuring assets are transferred to the appropriate person, minimizing stress on loved ones, and reducing costs associated with handling your affairs once you’ve passed.
What’s New — The Ever-Changing Tax Laws was the topic of a recent Delaware Tech-sponsored seminar. I was proud to participate alongside local estate attorney, Cindy Szabo. We’re both proud advocates for Delaware Technical Community College — the state's only community college — they do a great job of supporting their students and the community.
