Inspired to Retire
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I want to save better this year for retirement – How should I start?

Saving for retirement can seem like a daunting process – there are so many what-if questions that leave us feeling uneasy.   What if it is too late for me?   What if I don’t have enough?   What if I am planning wrong?   It’s always easy to wish you had started something sooner. But since we don’t have the time machine up and running quite yet –…

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I am coming up on retirement – How do I prepare?

If you are within 5 years of retirement, now is the time to start planning for the new phase of life you may find yourself entering soon.   Just like anything, there may be some unexpected bumps in the road, and you want to make sure your retirement is as stress-free and taken care of as possible….

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Don’t Be Afraid of Retirement

Between the ghosts and goblins, October can be a spooky month. But what is scarier to you? Encountering a Casper-like ghost, or the possibility of entering retirement unprepared and outliving your hard-earned money? You could consider the team at Capital City Financial Partners, the ghostbusters of retirement planning. Our goal is to help save you…

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How do I minimize the taxes my beneficiaries will pay on my IRA or 401K?

Although your children or grandchildren will certainly mourn your loss, they will be happy to inherit your IRA or 401K.

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Is it too late to plan for my retirement? Did I miss my deadline?

There is no such thing as too late. Only less ideal. What are your options then?

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How does asset allocation reduce my taxes and my risk?

The types of accounts that hold your investments matter and you CAN optimize this for tax efficiency.  

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