Key Points Introduction If you’re thinking you’d like to retire by 60 or earlier, you’re absolutely not alone. Many people are tired of working their jobs and hoping to get the opportunity to spend a little more time living the lives they hope for outside of work. The question is, how much should you actually […]
Retirement Planning
Possible Outcomes of a Biden Presidency
Possible Outcomes of a Biden Presidency
Key Points Blaine Thiederman | 10/16/2022 As the US Presidential Election approaches, many people are wondering what the economic impact of the election results will be. One of their biggest concerns may be how they will be taxed as a result of the election. However, the election result does not inherently guarantee that either candidate’s […]
Is a Roth Conversion the Right Move For Your Retirement Plan?
Is a Roth Conversion the Right Move For Your Retirement Plan?
Key Points Blaine Thiederman MBA, CFP | September 23, 2022 4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement arrangements (IRA) that you can invest in when saving for retirement: a Roth IRA and a Traditional IRA. When reviewing some of their differences, it’s important to ask […]
Earn More Money Than You Need? Here are 6 Key Steps You Can Follow To Make The Most of It
Earn More Money Than You Need? Here are 6 Key Steps You Can Follow To Make The Most of It
By Blaine Thiederman MBA, CFP Founder and Principal Advisor, Progress Wealth Management So, you’re part of the lucky few that make well over what they need and you’re not sure what to do with the extra cash? This article will explain how to think about what you should do next with the extra money you […]
Income generation; should it really be what retirees focus on?
Income generation; should it really be what retirees focus on?
Key Points Introduction Retirees everywhere have been sold on the idea that income generation is what they should be focused on as they make their transition out of the work force. As a financial planner, I hear retirees talking all the time about things like a 100% bond portfolio, investing the bulk of their life […]
Five Simple Steps to Help You Have a Comfortable, Happy Retirement
Five Simple Steps to Help You Have a Comfortable, Happy Retirement
Read our guide on retirement planning included her and get insights that can impact how you save, plan and invest for your financial future. As a result of a well-structured retirement plan, you should expect to retire happier, healthier and wealthier. This is the perfect place to get started.