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At Northcoast Wealth Management, we’ve curated a customized financial plan based on you and your family’s values and beliefs about money and reflect your own unique goals and priorities.
We offer complimentary downloads of some of our financial insights to help you pursue more by planning for the future instead of trying to predict it.
PENSION GUIDE
PENSIONS, BUYOUTS, & RETIREMENT INCOME
Here’s proof that funding retirement has changed: In the early 1980’s, about 60% of private sector employees had a defined benefit pension plan. Now, 4% are covered. If workers do receive their pension, they may have to decide between receiving larger payments over their lifetime, or receiving smaller payments over their and their spouse’s lifetimes. Or, they could be presented with a buyout offer and have to decide between a lump sum and monthly pension payments. There are so many decisions for you to make about your retirement income as a retiree, and the choices you make can impact your finances for the rest of your life.
Start Reading About PensionsTAX PLANNING GUIDE
WORK TO REDUCE YOUR TAXES THIS YEAR AND THE FUTURE
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
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RETIREMENT AND INFLATION
WHAT TO KNOW AND HOW TO PREPARE
The Legacy and Estate Planning Guide discusses how it’s not just the uber-wealthy that benefit from having an estate and legacy plan. It’s anyone who wants their wishes to be honored after their passing. Essentially, this guide covers the options and tools you have to create an estate plan and the tax benefits of having one. Read this guide to learn the basics of legacy and estate planning.
Start Reading About InflationWOMAN’S RETIREMENT PLANNING
THE WOMAN’S GUIDE TO RETIREMENT PLANNING
They say “men are from Mars and women are from Venus” and their differences carry over into financial planning. In a world where women oftentimes share, or own, the responsibilities of household finances, and often are the major “bread-winner”, it makes sense that they are adequately addressed. There are a disproportionate number of men in the financial space today, so it’s important to take a moment to address some financial needs unique to women.
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SOCIAL SECURITY 2023
MAXIMIZING SOCIAL SECURITY IN TODAY’S WORLD
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Maximizing Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
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