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The Pandemic Won’t Be the Last Retirement Challenge You’ll Face

March 29, 2021

The pandemic has been hard on Americans nearing and in retirement, but there are likely other obstacles coming. Increased government spending on COVID relief plus strain on our healthcare system could mean we’ll see higher taxes, inflation, and healthcare costs in the future. It’s crucial to have a comprehensive retirement plan for the future because the pandemic won’t…

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Handle Life’s Busy Seasons Like An Accountant During Tax Season

March 26, 2021

Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or activity can throw us off because we don’t know how to adapt. The same…

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5 Things to Know About COVID and Your Taxes

March 22, 2021

We’ve entered a full year of living with the pandemic, and there have been several events during the year that could affect you this tax season. In April 2020, the CARES Act (Coronavirus aid, Relief, and Economic Security Aid) provided relief to individual Americans and businesses and temporarily altered some parts of the tax code. While this was…

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Age Does Come Before Beauty

March 20, 2021

Despite the fact that America has an aging population, there is ample evidence of ageism happening around us. The way we perceive older adults can limit our roles in society as we age and a pervasive negative view of aging can have a psychological impact on us. Sometimes ageism can be seen in a seemingly benign birthday card…

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birthdays in retirement

Are You Close to An Important Birthday?

March 15, 2021

When we think about important birthdays, we think of 18 and 21, but what about 59 ½ or 72? Just because you’re older doesn’t mean you don’t have more milestones to hit. Starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications for your retirement. Are you close to an important birthday?…

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How Could Life Be Different in 2050?

March 11, 2021

2050 seems like a long time away, but 2021 seemed far away in 1991. Back then, did you think a cell phone would fit into your pocket? Or that you could shout at Alexa to order you more paper towels without getting off the couch? Technology has transformed how we live over the last 30 years, and there’s…

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working in retirement

Are You Planning to Work Longer or in Retirement? Know These Four Rules

March 7, 2021

Retirement isn’t what it used to be. It’s typically longer and more active, doesn’t start at the same age for everyone, and could involve paid work. Not everyone’s retirement will look the same, and it doesn’t have to. Maybe you’ll transition to part-time before fully retiring, or maybe you’re looking forward to a second career doing something you…

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cyber security for retirement funds

Protect Your Retirement Savings From Cyber Threats

March 5, 2021

If there’s a fraudulent charge on your credit card, there is recourse – but what about your 401(k)? Cyber fraud is becoming more common, and plan sponsors don’t guarantee reimbursements. It’s important to take steps to protect your information and account from cybersecurity threats now more than ever. Here are three steps you can take to help protect…

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tax planning in retirement

3 Reasons Your Tax Burden Could Actually Increase In Retirement

March 1, 2021

Will your tax burden dramatically decrease in retirement once you stop receiving a paycheck? Maybe not – maybe it will increase. Between retirement account distributions, Social Security benefits, and investments, you may have reasons to review your tax strategy in retirement. We may be experiencing relatively low taxes right now, but the recent change in leadership in Washington…

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When Retirement Is Like Football

February 27, 2021

Whether your team won or lost a few weeks ago, we can all agree that it’s no easy feat to make it to the big game at the end of the season. This game is the culmination of both teams practicing and strategizing all season long. Creating a game plan for football is a lot like creating a…

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Rick Barnett has appeared on the following networks and publications:

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