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Top 10 Reasons Not to Plan for Retirement

Top 10 Reasons Not to Plan for Retirement

by Ryan Shumaker, The Retirement Team | Aug 16, 2022 | Blog

You probably read or hear about some “Top Ten” list nearly every day, but take a moment to read this one. This list is different, and probably not the kind of list you’d expect a financial advisor to write. Reason #10: “It’s too expensive” Being penny wise and dollar...
Should you be changing what you are doing, given recent market events and news?

Should you be changing what you are doing, given recent market events and news?

by Ryan Shumaker, The Retirement Team | Mar 10, 2020 | Blog

Financial markets have been on a bit of a wild ride as of late, so we’d like to give some comments and context as to what is occurring. In 12 trading days we have seen the S&P 500 drop by 17% and in just one day we have seen oil drop by more than 30%. On Monday we...
Getting The Taxman Out Of Your Retirement (Part 2)

Getting The Taxman Out Of Your Retirement (Part 2)

by Ryan Shumaker, The Retirement Team | Dec 1, 2019 | Blog

Recently, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look at how a Roth may be able to help you avoid this scenario. Utilizing a Roth The beauty of a Roth is that...

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