How to Get Your Financial House in Order Before Retirement
Retirement might still be a few years away, but getting your finances in shape now can make a huge difference later. We caught up with Dan Evans, CFP®, one of MPPL Financial’s go-to experts on retirement planning, to discuss what pre-retirees should be thinking about, and doing, well before their last day on the job. […]
Why Inherited IRAs Deserve Your Attention
Many people don’t realize how much the landscape shifted with the SECURE Act of 2019 — and more recently, with follow-on regulatory guidance — for those who inherit IRAs. The changes have major consequences for estate planning, tax strategy, and how beneficiaries should approach distributions. The SECURE Act’s Blow to the “Stretch IRA” Before 2020, […]
Four Ways To Start Planning a Dream Retirement with Your Partner
It’s only natural for a pending retirement to bring a mix of emotions, whether it’s excitement, anticipation, worry, fear, or anxiety. What’s more, if you’re trying to envision how retirement looks like with a partner, these emotions can easily compound. In our coaching practice at Metamorphosis CCT, we frequently see couples who have vastly different […]
Opening a Roth IRA for Your Minor Child: What You Need To Know
It may seem premature to think about retirement for kids, though it’s a topic MPPL Financial does discuss with some regularity with clients, particularly when 529 planning is also a consideration. Ben Laska, a CFP® professional and MPPL Financial Advisor in our Wausau, WI office shares: “Funding a Roth IRA for minors can be an […]
Help! I’m Almost Retired and I Don’t Know What To Do
After years of hard work, you’re finally approaching retirement. Whether it’s a few months or a few years away, the long-anticipated freedom of this next stage is in sight. As exciting as this milestone is, it can also feel overwhelming. Many of the clients MPPL Financial works with find themselves asking the same important questions: […]
How To Create an Extraordinary Retirement
If you’re like most people who are a few years away from retirement, you may be fixated on the financial aspects of this next life chapter. This emphasis on finances is often centered around questions such as “When can I retire” or “Do I have enough to retire?” However, our many years of experience as […]