Retirement Planning Articles
Turning 60 Checklist
Kiplinger®, by Caleb Harty CFP®
Retirement is often on the forefront of people’s minds as they are looking at their finances and an exciting aspiration for many of us. In particular though, as someone gets five to eight years from retirement, the “margin for error” on planning mistakes becomes less and less and the questions to ask get more and more critical.
How To Buy A Vacation Home You Can Use As A Business
Forbes®, by Caleb Harty CFP®
Having recently gone through the process of buying a vacation property to rent out, I realized how helpful it would have been to have a step-by-step guide.
If You Hate RMDs, You Might Love QLACs
Kiplinger®, by Caleb Harty CFP®
A newer feature on certain deferred income annuities can help you with RMDs ... and you've probably never heard of it.
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