How to Switch Banks: A Step-by-Step Guide

There are many reasons to switch banks. Perhaps your new bank is in a better location, has fewer fees, offers higher interest rates on savings accounts or has friendlier customer service. But after you’ve made the decision to switch, the actual process of transferring funds from one account to another is more complex than simply […]

Don’t cheat yourself with the 4% rule

If you’re planning for retirement, you’re probably thinking about how much you’ll need, how long the money will last, and how much you can safely take out each year. You recognize that in retirement there will be a balancing act between spending on current needs while also preserving enough for your later years. You might […]

The truth about taxes in retirement

Taxes are a fact of life, even in retirement. How much you will be required to pay could have an effect on your lifestyle during this phase of your life. Whether you’re just beginning this new chapter or are already in retirement, it’s important to understand the potential tax impacts as you move through the […]

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