Category Archives: Retirement Planning

10 Years and Counting: Points to Consider as You Approach Retirement

Posted on July 6, 2016 by Kevin Murray, MSAT, EA, CLU, ChFC

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend … Continue reading →

Posted in All Taxpayers, Financial Planning, Retirement Planning, Uncategorized | Leave a comment

Take Credit for Your Retirement

Posted on March 6, 2013 by Kevin Murray, MSAT, EA, CLU, ChFC

Saving for your retirement can make you eligible for a tax credit worth up to $2,000. If you contribute to an employer-sponsored retirement plan, such as a 401(k) or to an IRA, you may be eligible for the Saver’s Credit. … Continue reading →

Posted in All Taxpayers, Ever wonder, Have you ever asked, IRS Tips, Retirement Planning | Tagged , , | Leave a comment

Avoid these retirement planning mistakes

Posted on November 15, 2011 by Kevin Murray, MSAT, EA, CLU, ChFC

Retirement can creep up on you. One day you’re climbing the corporate ladder or building a client base for your business. Next thing you know, you’re in your 50s or 60s. Thoughts of spending your days playing golf, pursuing a … Continue reading →

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