Retirement Planning

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

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

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

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

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

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

In this episode, we discuss considerations when electing Social Security. The decision will not be black and white and things could change.

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those

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