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...
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Planning Matters (Spring 2020) – Special Coronavirus Relief for Retirement Plans and IRAs
Download 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
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Planning Matters (Winter 2020) – The SECURE Act and Its Impact on Retirement Planning
Download 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
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Planning Matters (Summer 2019) – Continuing the Deeper Dive into Our Map of Financial Advice, Planning and Wealth Management
In 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
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Planning Matters (March 2019) – Time Is Running Out for Certain Social Security Claiming Strategies
by 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
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Planning Matters (September 2018) – Risk Management and Retirement Planning
Last 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
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Planning Matters (June 2018) – A Deeper Dive into Our Map of Financial Advice, Planning and Wealth Management
This 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
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Planning Matters (January 2018) – The Changing Landscape of Life Insurance Planning
One 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
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Financial Planning in the World of Headlines and Tweets
If 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
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Social Security and the Foundations of Retirement Planning
Recently, 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