by SDP Team | Apr 28, 2025 | Retirement
SUMMARY OF THIS RESOURCE: The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) offers the “Taking the Mystery Out of Retirement Planning” tool, designed to assist individuals—particularly those within 10 years of...
by SDP Team | Apr 28, 2025 | Retirement
ARTICLE SUMMARY: NerdWallet’s article, “Retirement Planning: A 5-Step Guide for 2025,” offers a comprehensive roadmap for individuals aiming to secure their financial future. The guide emphasizes the importance of early planning, understanding...
by SDP Team | Apr 28, 2025 | Financial Planning, Retirement
ARTICLE SUMMARY: The Investopedia article “What Is Retirement Planning? Steps, Stages, and What to Consider” provides a comprehensive overview of retirement planning, emphasizing its importance for financial security and personal fulfillment in later...
by SDP Team | Apr 28, 2025 | Retirement
SUMMARY: NerdWallet’s article “Best Retirement Plans for April 2025” offers a comprehensive overview of various retirement savings options, tailored to different employment situations and financial goals. It emphasizes the importance of selecting a...
by SDP Team | Jan 7, 2025 | Retirement
In this guide, I’ll walk you through setting up a 401k and Roth IRA and explain their differences. I’ll also share the story of a couple who came on my podcast and are navigating their retirement plans. By the end, you’ll have the tools and knowledge to start planning...
by SDP Team | Sep 15, 2021 | Retirement
SOCIAL SECURITY ADMINISTRATION Everyone’s retirement is unique. Beyond deciding when to begin receiving retirement benefits, other factors that can affect your benefits include whether you continue to work, what type of job you had, and if you have a pension from...
