2018’s Best & Worst Places to Retire

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2018’s Best & Worst Places to Retire

Aug 14, 2018  |  Adam McCann, Financial Writer

After putting in decades of hard work, we naturally expect to have financial security in our golden years. But not all Americans can look forward to a relaxing retirement. According to the Employee Benefit Research […]

Does The Average American Have a 401(k)? by Maurie Backman

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There’s a reason 401(k) plans are a popular choice for those looking to set aside money for the future. Not only are contributions traditionally tax-free, but because they’re deducted directly from earnings, the process of funding a 401(k) is as seamless as can be. That’s why it’s surprising to learn that the average American does not, […]

The Number One Mistake People Make in Their Estate Plan

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There are a lot of things about estate planning that are complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked. It is coordinating the title of assets with the plan. Over years of meeting with clients, this was the consistent theme and over years of […]

6 Signs You Are OK to Retire by Amy Bell of “Investopedia”

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WFA Wealth Managers’ Brooke Warner CFA, CFP found this useful article from Investopedia

After years of hard work, you’re certainly entitled to a happy retirement. You may have already started daydreaming about it, at least a little. Will you travel the world, volunteer for your favorite charity, go fishing every day or just spend more time […]

When Do You Need WheelerFrost Private Trust Services

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Know Your Retirement Options

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How much money you will really need for a comfortable retirement and what does that mean for saving today? Which type of Retirement Plan is right for you? The benefits and differences between a 401k plan, SEP IRA, Roth IRA & Traditional IRA, and how to know which one might be a good fit for […]

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