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Articles tagged with "Retirement"

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Social Security 101: What you need to know
May 26, 2023
Although millions of people plan on using Social Security to make up part of their retirement income, how the program works is still a mystery to many, here's an overview of the basics.
Can an IRA Still Work for Me at Age 60 or Older in 2023?
May 18, 2023
If you’re age 60 or older and are still working, you may be asking yourself whether or not it still makes sense to contribute to an IRA. Find out here.
Why Retirees Should Be Planning for Long-Term Care Now
March 9, 2023
There’s several reasons why you may need to start planning for long-term care and how it could affect your retirement. Find out more here.
Should You Always Use Your Employer's Retirement Plan?
February 23, 2023
This blog has been updated to reflect 2023 contribution numbers. Employer 401k, Traditional IRA, and Roth IRA. No matter which investment vehicle you choose to use, make sure you're getting the be...
Retirement Mistakes to Fix Before the Holidays
December 16, 2021
You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top...
When’s the Right Time to Retire?
June 23, 2021
Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you'll benefit from planning your post-work life as early as possibl...
COVID-19 and the Global Retirement Crisis: What does it mean for the U.S.?
June 10, 2021
With more research and data coming out since COVID-19, the U.S. is facing an economic and retirement crisis. There are many things to consider leading to this situation for future retirees. Learn ...
Strategies for Retirement in Houston in 2021
March 29, 2021
Are you planning on retiring in Houston in 2021? TDECU Wealth Advisors have some strategies for retirement that will help you reach your retirement goals.
Three Things You'll Wish You'd Known Before Retirement
December 15, 2020
Retirement is one of the biggest life transitions adults will ever deal with. Here are three things you'll likely wish you knew before retiring:
Identify Your Personal Retirement Goals
November 3, 2020
While your retirement date may still be several years in the future, and the goals you dream about today may seem even more distant, it is never too early to begin preparation. Here are some things...
8 Steps for Pre-Retirees to Secure Retirement Income
October 13, 2020
Having strategies and plans in place is an essential part of securing your income in retirement. Here's some steps to consider:
Avoid Playing Politics with Your Portfolio
October 1, 2020
When the markets are shaky, it can be tempting to rely on political headlines or pending legislation to time your entry or exit points. However, letting politics drive your investment decisions can...
Three Tips for Planning Your Income in Retirement
September 29, 2020
Setting a retirement date is a big milestone, and we want to help you get there and live comfortably. Here are our tips to help you plan your income in retirement:
Managing Cash Flow in Retirement
September 22, 2020
Once you're no longer relying on an earned income to pay the bills, managing cash flow becomes critical. We want to make sure your assets last as long as you do, so here are our tips to help you ma...
3 High-Net Retirement Savings Mistakes You Want to Avoid
September 21, 2020
When it comes to retirement savings, the goal for most is to accumulate as much wealth as possible so that they are able to retire comfortably. For those with a high-net-worth, being able to mainta...
All About IRAs
September 16, 2020
IRAs are one of the most powerful retirement savings tools available to you. Here's what you need to know:
COVID-19 Delaying Your Retirement Date?
September 15, 2020
With the uncertainty we've seen this year, many are rethinking their retirement plans because of COVID-19. Here are three important questions you need to ask yourself before delaying retirement:
One Tax Shift Most People Miss in Retirement
September 11, 2020
Minimizing income taxes is a powerful way to potentially add years to your portfolio, with no need to outguess the markets. If your portfolio is upside-down from a tax perspective, turning it arou...
Avoid The Market Timing Trap in Retirement
September 3, 2020
After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. Learn how creating a financial plan for your retirement can help you avoid any ...
Planning Your Distributions After Retirement
September 1, 2020
When planning your retirement distributions, it's important to come up with a strategy. By withdrawing funds from certain account types in a certain order, you might significantly reduce your taxe...
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