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The Ready.Set.Retire! Blog

How Do I Maximize Protection of my Assets from Lawsuits?

Abigail Walker, CFP®

In this litigious society, where it is not uncommon for citizens to sue each other over the most trivial of issues, people are rightly concerned with becoming the target of a lawsuit. This is...

Reasons to Fire My Financial Advisor: Top Ten Reasons to Move On

Abigail Walker, CFP®

Starting to doubt a financial advisor? Should I fire my financial advisor? Too often people hand money to an advisor without a shred of research. Here are ten warning signs that you possibly need...

Destination Wedding or Fully Funded Retirement? Something to think about!

Abigail Walker, CFP®

Every year I am invited to three or four weddings and I love attending every one. But I’ve noticed a few trends lately and I thought I would put together some things for today’s couples to think...

Turning 50 & Entering the Retirement Red Zone

Wesley Del Col, CFP

 Ah, 50! You are now armed with the hard-earned wisdom of your years, and are eagerly anticipating what the next 50 years will bring! After the birthday candles have been blown out, and you have...

Getting to the Bottom of Inherited IRAs

Benjamin Smith, CFA

Naming a beneficiary for your traditional Individual Retirement Account (IRA) need not be a difficult task. Most people choose their spouse, if married, or another loved one. However, the rules...

Disability Insurance - Why its Critical for High-Earners & What to Know

Abigail Walker, CFP®

Most business owners, doctors, and other high-earners have life insurance to protect survivors against the financial impact of their premature deaths. They also insure their homes, cars, and other...

What to Know About Alternative Minimum Tax (AMT)

Wesley Del Col, CFP

Among the many debates surrounding tax laws, one regular contender for reform is the alternative minimum tax (AMT). The AMT is considered a “parallel” tax system, meaning that it runs alongside...

Choosing Your Pension Payout Option

Benjamin Smith, CFA

Many couples may find themselves confronted with a dilemma as retirement nears. If you plan to receive your pension payout on a monthly basis (rather than in a lump sum), you must decide whether...

Veterans Hidden Benefits: Don't Miss Out!

Wesley Del Col, CFP

U.S. Armed Forces  Veterans  receive several generous benefit packages from the US Government in return for their service to the country.  Most are aware of the retirement pension offered after...

Top 4 Reasons Why You  Should Accept a Company Buyout Offer

Benjamin Smith, CFA

Many companies offer employees a buyout package to encourage them to leave the company. This is generally done to encourage voluntary departures when the organization is looking to reduce...