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6 Basic Retirement Rules

6 Basic Retirement Rules

by Taylor Johnson | Sep 17, 2020 | Halfway There, Participant Resources, Ready to Retire, Starting Out

The following Retirement Rules will equip you with basic strategies to help you build your retirement fund. For most people “retirement” is seen as a time during which you withdraw or cease from work. However, there is never a time in which we stop having...
5 Factors That May Affect Your Retirement

5 Factors That May Affect Your Retirement

by Taylor Johnson | May 20, 2020 | Halfway There, Participant Resources, Starting Out

It’s important to understand what can affect your retirement plan. Below are five factors that you should be aware of.InflationReduces how much you can buy today, compared to last yearHistorically, inflation averages 3% annuallyYour investments need to keep pace with...
How to Wisely Plan for Your Children’s College Education

How to Wisely Plan for Your Children’s College Education

by Taylor Johnson | Jul 31, 2019 | Halfway There

How to Plan for Children’s College EducationWe all know that there is a big difference in the cost of education depending on where you send your children to college. Much of the decision on where to go, and therefore the expense, is dependent upon a realistic matching...
Tips on Setting up a Successful Retirement Plan

Tips on Setting up a Successful Retirement Plan

by Taylor Johnson | Jul 2, 2019 | Halfway There, Starting Out

Do you wonder if you’re taking the right steps towards a successful retirement plan? Here are some tips that can help you make sure you’re on track. Know your starting point What are the balances in your existing 403(b), 401(k), IRA, or savings accounts?Do you own...

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