Featured Articles

This blog is your one-stop shop for helpful guidance on all things retirement. We believe planning for your golden years shouldn't be a stressful or solitary endeavor. Whether you're eagerly anticipating this next chapter or approaching it with apprehension, Retirement Design Lab is here to guide you along the way.

May 10, 2024
Financial Relief: Understanding Qualified Disaster Distributions

Discover how qualified disaster distributions can provide financial relief after emergencies. Learn eligibility, process, tax implications, and resources.

May 2, 2024
What To Know About Retiring In Pennsylvania

Discover the serene charm and practical considerations of retiring in Pennsylvania. Explore its unique lifestyle and retirement options.

April 24, 2024
Navigating Healthcare Costs in Retirement

Discover essential insights into managing healthcare expenses during retirement. Learn effective strategies for navigating this critical aspect of financial planning.

April 16, 2024
How to Choose the Best IRA Custodian

Discover the key factors in choosing the best IRA custodian for your retirement savings. How to align custodian services with your unique financial goals.

March 28, 2024
The 5 Most Common Mistakes to Avoid in Retirement Planning

Learn how to steer clear of the 5 most common retirement planning mistakes. Secure your financial future with expert advice.

January 19, 2024
The Power of Compounding Returns: Boost Retirement Savings

Compounding returns: Your money earns interest on its interest, snowballing wealth over time for financial growth and long-term success.

January 3, 2024
Diversify Your Portfolio: A Guide to Investment Options

Explore our guide breaking down diverse investment options – from stocks and bonds to real estate investment trusts and certificate of deposits.

December 12, 2023
Everything You Need To Know About A 401k

If you or your employer are setting you up with a 401k, it’s vital to understand how the account works and what are your options when contributing to a 401k account.

December 1, 2023
What to do with your inheritance: Making Your Money Work for You

If you’ve recently inherited funds from family or friends, it’s vital to understand your options and necessary steps. Our retirement planners are here to help guide you on your journey.

November 8, 2023
What Is a WARN Notice

If you’re an employee of a company who filed a WARN notice of layoffs, our financial advisors are here to help you manage your retirement savings.

November 8, 2023
Boost Your Retirement with a SEP IRA Strategy

Our retirement experts are here to help you understand the benefits and potential of opening a SEP IRA.

November 8, 2023
6 Reasons Why Retirement Planning Is Important

No matter when you start, it’s important to create a retirement plan to meet your financial goals. A retirement planner can help when crafting that financial plan.

October 25, 2023
4 Steps Before Meeting A Retirement Advisor

Choosing the right financial advisor is key to feeling positive about your retirement plan. Here are four steps to take prior to meeting with a retirement advisory.

October 25, 2023
Retirement Plans For Lawyers

Having your own practice, or being a part of a law firm, provides a lot of opportunity for building your retirement plan with one of our expert advisors.

October 25, 2023
Guide To Retirement Cash Flow Planning

Creating a workable model and analysis for cash flow strategies are a crucial first step for retirement planning. Let our advisors guide your journey.

September 6, 2023
8 Essential Questions to Ask Your Financial Advisor at a Retirement Meeting

Working with a financial advisor can be overwhelming. Here is our professional guide to questions vital to understanding your retirement plan.

September 5, 2023
Retirement Planning For Self-Employed

Whether you run a small business or are a sole proprietor, it’s vital to create a retirement plan catered to your business and personal goals.

August 14, 2023
How Long Will Your Retirement Last?

If you’re looking to plan for retirement, it’s best to set goals with a certified financial advisor to produce the best plan for determining spend and savings.

August 14, 2023
4 Reasons To Attend A Retirement Workshop

Planning for retirement can feel overwhelming. Workshops are a great way to ask questions and learn more about your retirement options.

August 14, 2023
Retirement Workshops For Teachers

Regardless of what state you work, it’s vital for teachers to plan their retirement with the help of certified financial planners to maximize their efforts.

August 14, 2023
Retirement Tips for Doctors

When planning how much a doctor should save for retirement, it’s vital to understand your spend and goals. Learn more from our financial advisors.

August 9, 2023
What To Know About Retiring In Indiana

Whether you’re looking to retire in Indiana or learn more about how much to save if retiring in Indiana, our financial advisors and seminars will help shed light on your decision.

August 9, 2023
Retirement Planning Tips For Dentists

When determining the best retirement plans for dentists, it’s important to consult a certified financial planner that understands your state laws.

February 18, 2023
Should I work during retirement?

We discuss the pros and cons of working during retirement and how it might affect your lifestyle and social security benefits.

February 18, 2023
How Retirement Has Changed

The concept of retirement has changed, it has shifted from being a time of rest and relaxation to a time of new opportunities.

February 18, 2023
Visualizing Retirement

This article discusses the importance of visualizing retirement in order to pursue financial security and a successful retirement.