The Roth IRA is a great retirement tool and should be something you're considering for your own situation regardless of your phase of life or financial profile
Read More
Retiring early sounds wonderful, but have you ever thought about how much healthcare would cost if you chose to say goodbye to work before age 65? People often
Read More
This week's A/B Conversations episode is with guest, Anthony Minetola, Branch Manager at BGA Insurance. Listen to Ben interview Anthony around the thing he
Read More
Pension election is an irrevocable decision that has lasting effects, which may or may not be good in the long run. In this episode, we share some of the high
Read More
Retirement is a process. Give yourself time to get used to the idea, both before AND after your retirement party. It's normal to feel a lost for a while, trying
Read More
Was 2020 a rough year at work? Have you worked at the same job with the same company for 25+ years? Maybe you aren’t ready to retire, but the job is getting old
Read More
In this episode, we discuss considerations when electing Social Security. The decision will not be black and white and things could change.
Read More
In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those
Read More
This episode's topic on the 4% withdrawal rule comes from a listener question! We will define the 4% withdrawal rule and give tips for developing a revenue
Read More
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule