Blog Category

Category: Retirement Income & Taxes

Nine Steps to Improve Your Retirement Assets Longevity

By Gregory S. Ostrowski

One of the most common questions we are asked is, “What should I be thinking about when nearing or considering retirement? As a financial advisor in Annapolis, our team will tell you that it’s critical to review your personal finances, plan how to spend money after you retire, and understand retirement asset allocation.

Roth IRAs vs Traditional IRAs: What You Need to Know

By David Herman

When you’re planning for retirement, one of the biggest decisions you need to make is whether to invest in a traditional IRA or a Roth IRA.

The Role of Medicare in Retirement – Are you Prepared?

By Jay Sprinkel

In the third quarter of 2020, roughly 28.6 million Baby Boomers have left the job market and retired, according to the Pew Research Center. A recent study by the Insured Retirement Institute revealed only 55% of Boomers have retirement savings, and among this group, half have less than $250,000 which is a staggering and sobering realization1.