The Retirement Workshop Insights

New SECURE Act legislation has passed. How could it could make a major impact on your retirement?

Need a Financial Advisor? Lansdowne Wealth Management is a fee-only, fiduciary financial planning firm based in Mystic, Connecticut that provides financial planning and investment management services, both on a fee-only basis.

Does your current Medicare plan cover what you need it to or are there more affordable plans available? Open Enrollment is the time to explore your options!

Check out some of the articles that Robert Henderson and Lansdowne Wealth Management have published or been quoted in over the years.

The Social Security Leveling Option is a pension plan payout option offered by pension plans to level out the income of someone who retires early. The leveling applies to the amount of pension payments and not to the amount of Social Security you will receive.

As you start reaching your career finish line, your employer’s offer of an early retirement package might seem too good to pass up. Before accepting, it’s important weigh the pros and cons that will impact your short- and long-term financial situation.

It might be difficult to think about what could happen to your financial assets after you pass away. However, it is essential to plan for even the unexpected by creating a will. This will help ensure that your beneficiaries are taken care of in accordance with your wishes.

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.

2018 may be the best year to consider working with a professional tax preparer as man Americans will be affected in some way by the new tax bill legislation. There are many immediate and indirect effects to be aware of for the middle-class, corporations and small businesses.