Choosing the Best TPMG Pension (Plan 1) Option for Your Retirement
As you approach retirement with TPMG, you’re faced with a pretty big decision—how you want to receive your pension benefits. It’s a significant choice, and we want to make sure…
Retirement Planning
Understanding the Realities and Myths of Social Security
As your financial advisors, Capital Advantage feels that it is important that we address current conversations surrounding Social Security. With numerous headlines speculating on the insolvency of this vital program,…
Understanding RMDs (Required Minimum Distributions): New Rules That You Need to Know
Just as a lack of financial planning can affect your investment portfolio and your financial future, misunderstanding or a failure to adhere to the rules surrounding required minimum distributions (RMDs)…
My 6 Best (Un)Retirement Decisions
Originally published by Carl Landau, I Used to Be Somebody: My 6 Best (Un)Retirement Decisions I’m currently starting my 4th year of what we call (Un)Retirement. And maybe I’ve learned…
Is Retirement at 65 Still Relevant? A Modern Guide to Making the Right Choice
Are you on the brink of retirement, but feeling unsure about whether you’re truly prepared, both financially and mentally? The world of retirement has shifted from the traditional retirement age…
Lessons Learned: My Three Years of (Un)Retirement—A Chance to Reinvent Yourself
I just passed my 3-year mark of what we like to call (Un)Retirement. It’s about no longer having that big job and now you have the time to freestyle and…
4 Essential Steps to Take if You’re Thinking of Retiring Next Year
Retirement is a significant change in anyone’s life, especially when you transition from being a saver to a spender. But before you start planning your retirement party, there are some…
SECURE Act 2.0 Retirement Savings Opportunities: How Can It Benefit You?
The 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act revised existing rules around retirement saving. In December of 2022, Congress passed, and President Biden signed into law, a…
Retiring in a Bear Market: What to Know
With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…
