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Read more about the article What to do if you lose your job near retirement

What to do if you lose your job near retirement

  • Post author:
  • Post published:March 15, 2023
  • Post category:Financial Planning/Market Updates/Retirement Planning

Unfortunately, some people will be confronted with the challenge of losing their job shortly before they plan to retire. It cancertainly be a scary development, but one of the most…

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Read more about the article How much cash should I have on hand?

How much cash should I have on hand?

  • Post author:
  • Post published:February 16, 2023
  • Post category:Financial Planning/Market Updates/Retirement Planning

Given that we’re increasingly becoming a cashless society, the question of how much cash we should keep on hand is difficult to answer. A U.S. News and World Report article,…

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Read more about the article How to make your money last

How to make your money last

  • Post author:
  • Post published:January 6, 2023
  • Post category:Financial Planning/Retirement Planning

We believe it’s perhaps one of the most common question that retirees ask financial services professionals: How do I make my money last for my lifetime? An AARP article, 5…

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Read more about the article Medicare Prices Will Change in 2023

Medicare Prices Will Change in 2023

  • Post author:
  • Post published:December 20, 2022
  • Post category:Medicare

As 2022 heads to the finish line, those receiving Medicare benefits have received a dose of good news. Medicare Part B premiums and deductibles will shrink next year because the…

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Read more about the article Are You Maxing Out Your 401(k)?

Are You Maxing Out Your 401(k)?

  • Post author:
  • Post published:November 7, 2022
  • Post category:Financial Planning/Retirement Planning

For many Americans, a 401(k) is a huge part of their financial strategy. That’s because, for a lot of folks, a 401(k) and Social Security will be their primary sources…

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Read more about the article How Do I Know When It’s Time to Retire

How Do I Know When It’s Time to Retire

  • Post author:
  • Post published:October 19, 2022
  • Post category:Retirement Planning

Wondering when it’s an appropriate time to retire? Let’s look at some of the common indicators that you may be ready to leave work for good. An Investopedia article, 6…

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Read more about the article How your retirement may be taxed

How your retirement may be taxed

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  • Post published:September 15, 2022
  • Post category:Uncategorized

Worried about taxes during retirement? Let’s look at some of the ways different types of retirement income are taxed. Traditional 401(k)s and IRAs On the front end, these tax-deferred accounts…

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Read more about the article Do You Know Your Financial Time Horizon?

Do You Know Your Financial Time Horizon?

  • Post author:
  • Post published:August 18, 2022
  • Post category:Financial Planning

The horizon can tell us quite a bit about what’s coming. On a warm summer night, you can look out at the horizon to see if a storm is brewing…

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Read more about the article Making Sense of the Fed’s Rate Increase

Making Sense of the Fed’s Rate Increase

  • Post author:
  • Post published:July 18, 2022
  • Post category:Financial Planning

 Though many financial experts had long been expecting it, when the news broke on May 4 that the Fed was raising the interest rate by a half point, it still…

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Read more about the article 401(k) Mistakes You Have to Avoid

401(k) Mistakes You Have to Avoid

  • Post author:
  • Post published:June 21, 2022
  • Post category:Retirement Planning

401(k)s are an essential part of retirement planning for many Americans. Because of their importance, it’s critical to avoid making mistakes with a 401(k) strategy. Make sure you know what…

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of SRS Wealth Management, LLC dba SRS Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SRS Wealth Management, LLC dba SRS Wealth Management an Investment Advisor in the State of California. Insurance products and services are offered through Successful Solutions, LLC, an affiliated company. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. We are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
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