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Tips to Catch Up on Your Retirement Savings Strategy in 2018

Tips to Catch Up on Your Retirement Savings Strategy in 2018

by MasterPlan Your Retirement | Jan 23, 2018 | Retirement Income

Feel like you’re behind on your retirement savings? You’re not alone. According to a recent study from the Economic Policy Institute, the average family between the ages of 44 and 49 has only $81,437 saved for retirement. That number is $124,831 for those between ages...
Could These Debts Impact Your Estate?

Could These Debts Impact Your Estate?

by MasterPlan Your Retirement | May 23, 2017 | Estate Planning

Do you have a goal to leave a sizable legacy to your children, grandchildren and other loved ones? Maybe you want to leave an inheritance that your grandchildren could use to pay for college. Or perhaps you want to leave a nest egg for your children to use to fund...

Is it Time to Refine W-9 to Beat Social Security Tax Time?

by MasterPlan Your Retirement | Apr 3, 2017 | Retirement Income

It won’t be long before “take me out to the ballgame” is sung in Cobb County at a brand new Sun Trust Ball Park down the road. It always baffled me why we sing that song when we are already there. The same thing can be said for semi-retirees who choose to take Social...

Can A Delay for A Day in Social Security Make Your Day?

by MasterPlan Your Retirement | Apr 3, 2017 | Retirement Income

Dove-Award Winning Artist, Ellie Holcomb, portrays in her latest album effort “Red Sea Road”, the reasons why a delay in taking Social Security until Full Retirement Age or age 70 may not be the best option for many of us and we can certainly empathize at MasterPlan...
Social Security Retirement Income: When Is the Right Time for You to File?

Social Security Retirement Income: When Is the Right Time for You to File?

by MasterPlan Your Retirement | Mar 23, 2017 | Retirement Income

If you are approaching retirement, you’re likely facing a number of big questions. How will you spend your newfound free time? What kind of budget will you have? Will you downsize or stay in your home?One of the biggest questions may be when to file for Social...
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Recent Posts

  • March 2021 Newsletter
  • 3 Financial Developments to be Thankful for in 2020
  • October Recap: Markets Stumble but GDP Surges
  • The Problem With Robo-Advisors
  • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
  • Has 2020 Volatility Thrown Your Allocation Out of Whack?
  • Fourth Quarter Preview: What to Expect for the End of 2020
  • September 2020 Newsletter
  • COVID Economic Update: Is a Second Stimulus on the Horizon?
  • Is a resurgence threatening our recovery?
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