For some, managing income in retirement is easy, especially if there are few sources of incoming funds. For most people, Social Security benefits provide the...
Planning Matters (Spring 2020) – Special Coronavirus Relief for Retirement Plans and IRAs
InsightsDownload printable newsletterOn the heels of the SECURE Act that was passed at the end of 2019, the CARES Act of 2020 has provided expanded...
May 29, 2020
12 Min Read
Planning Matters (Winter 2020) – The SECURE Act and Its Impact on Retirement Planning
InsightsDownload printable newsletterIn December 2019, Congress passed a funding bill dubbed the SECURE Act – Setting Every Community Up for Retirement Enhancement – which includes...
Jan 16, 2020
10 Min Read
Planning Matters (Summer 2019) – Continuing the Deeper Dive into Our Map of Financial Advice, Planning and Wealth Management
InsightsIn the Winter 2018 issue of her Capital Conversations newsletter, Laura Hall introduced a colorful visual aid that outlines the breadth of wealth management services offered by REDW Stanley...
Jul 2, 2019
6 Min Read
Planning Matters (March 2019) – Time Is Running Out for Certain Social Security Claiming Strategies
Insightsby David Cechanowicz, JD, MSFS, AIF®, AEP, EA – Senior Financial Planner REDW Wealth LLCClick here for a printable newsletter.The universe of potential Social Security retirement...
Mar 31, 2019
12 Min Read
Planning Matters (September 2018) – Risk Management and Retirement Planning
InsightsLast quarter, this newsletter focused on the Retirement Planning section of REDW Stanley’s Wealth Management map. We looked at the inter-relationships between various aspects of financial...
Sep 26, 2018
2 Min Read
Planning Matters (June 2018) – A Deeper Dive into Our Map of Financial Advice, Planning and Wealth Management
InsightsThis month, we are focusing our attention on the Retirement Planning section of REDW Stanley’s Universe of Financial Advice, Planning and Wealth Management map. We’re...
Jun 29, 2018
2 Min Read
Planning Matters (January 2018) – The Changing Landscape of Life Insurance Planning
InsightsOne of the cornerstone principals of financial planning is the need to adequately evaluate risks to achieving long-term goals and objectives. Oftentimes that process is...
Jan 3, 2018
2 Min Read
Financial Planning in the World of Headlines and Tweets
InsightsIf you only look at the headlines these days, you might be compelled to think that the best of all plans, financial and otherwise, is...
Oct 13, 2017
2 Min Read
Social Security and the Foundations of Retirement Planning
InsightsRecently, I read an article on retirement income planning that focused on the “best†combination of investments for a couple approaching retirement. The authors proposed...
Jun 26, 2017
2 Min Read