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Bethany Financial Planning
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How Interest Rate Levels Affect Lump Sum Values in Pension Plans
For many individuals planning for retirement, pension plans offer a crucial financial safety net. However, these plans’ stability and the lump sum values they…
Reinventing Yourself: How to Find Purpose and Fulfillment in Retirement
Understanding the Concept of Reinvention in Retirement: a time to relax and enjoy the fruits of years of work — but also to discover new purpose.
The Top Five Mistakes to Avoid for a Successful Backdoor Roth Conversion
Understanding the Concept of a Backdoor Roth Conversion: a strategy that allows individuals with high incomes to enjoy the benefits of a Roth IRA.
Navigating Social Security: The Top Five Filing Mistakes You Must Avoid
Understanding the Basics of Social Security: a federal program that provides financial support to retirees, disabled individuals, and their families.
Maximizing Retirement Savings: 5 Reasons Small Business Owners Should Consider a Simple IRA or SEP IRA
The Importance of Maximizing Retirement Savings: a crucial aspect of financial management, especially for small business owners with variable income.
Introduction to Estate Planning and Revocable Trusts (Part II)
The Nuts and Bolts of a Revocable Trust. So, you’ve heard about revocable trusts, but how do they actually function? Let’s break it down step-by-step.
Market Memo
In my last memo, I discussed how inflation could be disastrous for an economy, especially creditors/savers when left to its own devices. In this memo, I will ex…
Healthcare in Retirement
Healthcare in Retirement – Retiring Early and Bridging the Gap to Medicare. Retiring early can be one of the best decisions you make if you plan well.
Planning for the Five Big Tax Challenges in Retirement
Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t simple — but it is doable.
The Basics of Retirement Budgeting: How to Create a Plan for Your Golden Years
Retirement is a time when you can finally relax and enjoy the fruits of your labor — provided you have a plan to make your savings last.
Securing Your Legacy: The Benefits of Trusts over Wills
Understanding the Importance of Securing Your Legacy: Trusts vs. Wills. Many individuals overlook the importance of these foundational planning tools.