Avoiding Retirement Pitfalls — Common Mistakes Eastman Retirees Make With Their Benefits
For Eastman employees in Longview, retirement benefits are generous — a pension, a 401k with company match and RSC, and access to strong healthcare options. But
The Blog
Retirement, simplified — one article at a time.
Practical guidance on retirement income, taxes, Social Security, and investing from our fee-only fiduciary team.
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- Retirement Planning
How to Avoid Capital Gains Tax on Stocks
Here are a few strategies on how to avoid capital gians tax on stocks
- Retirement Planning
Future Value Calculator
Use this future value calculator to calculate the the futue value of a lump sum or stream of regular savings. Get an estimate of what your savings is worth.
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Can IRA Withdrawals Before Age 73 Reduce Future RMDs?
I’m currently 70 and still working, but I expect to retire soon. I’ve already started taking some withdrawals from my traditional IRA and 401k. Will those withd
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Will My Interest and Dividends Reduce My Social Security Benefits Before Full Retirement Age?
I’m planning to start Social Security at 62 but may continue doing some part-time work. I also have a brokerage account that produces dividends and capital gain
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What is a normal fee for a financial advisor?
What is a normal fee for a financial advisor? It depends on the type of advisor and the services they offer.
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Should I Do Roth Conversions After RMDs Begin?
Should I Do Roth Conversions After RMDs Begin? It can be a good strategy for reducing taxes and giving you more control.
- Retirement Planning
What is a Vested Balance?
Your vested balance is the amount of money in your retirement account that belongs to you. It's the portion of the money that you can take with you.
- Retirement Planning
Meeting Harry Markowitz
Fair warning, this post is a departure from my normal articles on retirement planning. I had an opportunity to meet one of the founding fathers of modern financ
- Retirement Income
Callable Bonds - How They Work
Callable bonds are bonds that the issuing corporation can redeem before maturity. If the issuer decides to redeem it you will have to surrender the bond.
- Investing
What Is Inflation?
Inflation is the increase in prices over time. Specifically, it refers to changes in the consumer price index.
- Retirement Planning
Contingent Beneficiary - Per Stirpes vs. Per Capita
Having trouble understanding what a primary or contingent beneficiary is? Deciding between per stirpes vs. per capita? I'll address it all in this article.
