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Budget

It's Never Too Late to Save for Retirement

Submitted by Robert Gordon & Associates, Inc on January 19th, 2023

Retirement can sneak up on you.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
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Secure Act 2.0 - What's It All About?

Submitted by Robert Gordon & Associates, Inc on January 19th, 2023

In one of its final acts of 2022, Congress approved a massive year-end spending bill that includes the long-anticipated retirement savings package known as SECURE Act 2.0.  

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
  • Tax
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Five Steps to Recession-Proof Your Finances

Submitted by Robert Gordon & Associates, Inc on September 16th, 2022

Set against a backdrop of outsized inflation and a wildly volatile stock market, the threat of a recession is enough to make almost anyone feel uneasy.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Recession
  • Savings
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‘Just stop buying lattes’: The origins of a millennial housing myth

Submitted by Robert Gordon & Associates, Inc on July 18th, 2022

Financial gurus want young home shoppers to stop complaining and cut back on small luxuries. But there are broader affordability issues at play.

Consider the 21st century’s most ubiquitous piece of financial advice: “Can’t afford a house? Just stop buying lattes.”

Tags:
  • Budget
  • CFP®
  • Debt
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Real Estate
  • Retirement
  • Savings
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Why recessions are inevitable

Submitted by Robert Gordon & Associates, Inc on July 18th, 2022

As markets continue to wobble and more people discuss the possibility of heading into a recession, let me share a fundamental truth about money:

Tags:
  • Bankruptcy
  • Budget
  • CFP®
  • Debt
  • Emotional Health
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Savings
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How Does the SECURE Act Impact Saving After Age 70?

Submitted by Robert Gordon & Associates, Inc on July 18th, 2022

You're never too old to keep saving. And now the SECURE Act gives you added incentive—even past age 70.

According to a recent GALLUP survey, 63% of Americans plan on working part-time in retirement. And I think that makes a lot of sense. After all, working part-time not only provides some extra income, it’s also a way to stay active and engaged.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Savings
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Ready, Set, RMDs Are Back On Track For 2021

Submitted by Robert Gordon & Associates, Inc on March 16th, 2021

The year 2020 is one of the most eventful in recent times, and changes to the rules that govern retirement accounts are no exception. One of these changes is the waiver of required minimum distributions (RMDs) for 2020. As a result of this waiver, you are not required to take RMDs from your IRA for 2020.

Tags:
  • Budget
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Required Minimum Distribution
  • Savings
  • Taxes
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What College Students Need to Know About Money

Submitted by Robert Gordon & Associates, Inc on October 14th, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

Tags:
  • Budget
  • college
  • Debt
  • Financial Aid
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Savings
  • Student Loans
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Retiring as a Small Business Owner

Submitted by Robert Gordon & Associates, Inc on October 14th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Tags:
  • Asset Allocation
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Invest
  • Long-Term Planning
  • Retirement
  • Savings
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Preparing for an Early or Unexpected Retirement

Submitted by Robert Gordon & Associates, Inc on September 23rd, 2020

More Americans are retiring earlier than you might think

Tags:
  • Budget
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Saving
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