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Retirement Planning

May 6, 2025 By richardsfinanc Leave a Comment

Retirement Terrified?

retirement confidence

Go From Fear to Financial Confidence Some say, "I'll never retire." Others say, "I need to put off retirement." However, the reality is that most people end up retiring earlier than they expected because of health issues or the changing job environment. But if retirement is … [Read more...] about Retirement Terrified?

Filed Under: Financial Planning, Retirement Planning Tagged With: retirement planning

June 7, 2024 By Van Richards, ChFC Leave a Comment

Spouse Protection from Family Financial Feuds After You Die

Spouse Protection

Safeguarding your spouse is one of the most instinctive characteristics of married couples, a theme even depicted in Greek mythology. In the epic tale of the Trojan War, Prince Paris of Troy abducts Helen. That treachery sparked a ten-year conflict as the Greeks, led by King … [Read more...] about Spouse Protection from Family Financial Feuds After You Die

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, Spouse Protection

October 30, 2023 By Van Richards, ChFC Leave a Comment

Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Tax credits can be a strong hand-up for small businesses. They're the backbone of our economy, working hard, driving innovation, and providing jobs. But when it comes to setting up retirement plans, they're hitting a wall of costs and red tape. But there's good news! There … [Read more...] about Tax Credits from Secure 2.0 Act Boost Small Company Retirement Plans

Filed Under: 401(k), Business Planning, Retirement Planning Tagged With: 401k, retirement planning, tax credits

October 19, 2023 By Van Richards, ChFC Leave a Comment

Dividend Portfolio Construction: Five Easy Steps

Dividend Portfolio Construction: Five Easy Steps

Note: The following article is a comprehensive guide on how to build a dividend portfolio. It aims to provide valuable insights and guidance for investors interested in creating a portfolio that generates consistent income through dividends. This guide is for informational … [Read more...] about Dividend Portfolio Construction: Five Easy Steps

Filed Under: Dividend Investing, Investment Planning, Retirement Planning Tagged With: dividend investing, investing

October 17, 2023 By richardsfinanc Leave a Comment

Aging Parents’ Financial Management: A Step-by-Step Guide

Aging Parents' Financial Management

As our parents and relatives age, it's not unusual for them to face challenges in managing their personal finances. They may need help to ensure their financial well-being due to cognitive decline, physical limitations, or the complexity of financial matters. This article will … [Read more...] about Aging Parents’ Financial Management: A Step-by-Step Guide

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, retirement planning

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