by grapheneadvisors | Jul 25, 2017 | Retirement, Saving
Everyone knows that minimizing taxes during your earning years is important—that’s a big reason Americans have invested trillions of dollars in 401(k)’s and other tax-advantaged retirement accounts. But after you retire, managing your taxes becomes even...
by grapheneadvisors | Jul 16, 2016 | Retirement
Markets breathed a sigh of relief this week as Greece and its creditors agreed on a bailout plan to bring the troubled nation back from the brink. Still, the year has been a volatile one for stocks, due to hotspots like Greece and China, where cooling economic growth...
by grapheneadvisors | Feb 25, 2016 | Retirement
When is the right time to retire? For many of us, it is as soon as we have saved enough money for retirement. What many people overlook, though, is that the two or three years before retirement require special preparations. These steps are essential to ensure that...
by grapheneadvisors | Jan 9, 2016 | Retirement
If you’re approaching retirement, you know that Social Security benefits alone won’t be enough to ensure you live in comfort. You’ll still want to receive as much in Social Security payouts as you can in order to complement your savings and help you...
by grapheneadvisors | Jul 6, 2015 | Retirement
For most, the transition to retirement is a time of anticipation and excitement. It’s also a time to be on the lookout for unscrupulous brokers. That was the message from a recent Bloomberg report, which detailed client complaints that brokers “lured them...
by grapheneadvisors | Mar 11, 2015 | Retirement
President Obama recently unveiled his proposed budget for 2015 and it isn’t pretty for those of us with retirement accounts. The president’s plan would limit the tax benefits for many 401(k) and IRA holders. It would also place a cap on the amount that...