The Retirement Workshop Insights

This blog will discuss how goals can change in retirement and provide tips on embracing this change and creating a retirement that works for you.

This article will help you understand the basics of an estate strategy and what needs to be included.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Big News! The Social Security Administration has announced its Cost of Living Increase for 2022.

If you plan to retire soon, the economic downturn of 2020 could harm your Social Security benefits. Having multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

The Social Security Administration has announced its Cost of Living Increase for 2021.

The CARES Act was passed eight months ago, but there's one benefit you may have overlooked. Charitable Contributions just got a bit easier.

The IRS updated the contribution limits for 401(k) plans in 2020, increasing the employee contribution from $19,000 to $19,500. In addition, the catch-up contribution rose to $6,500.

Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.

16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are the next steps you should be taking right away to still save for retirement.

Millions of Americans are jobless as a result of COVID-19. If you're considering using your unemployment benefits to fund a new business, get your questions answered here first.

Typically, a pension will offer several different pension payout options, and possibly a single lump-sum payout option or leveling options. This is as opposed to an annuity, or stream of cash in retirement.

If the Coronavirus has had a negative impact on your finances, we're discussing three steps to take right now.

The CARES Act has allowed retirees to forego taking their RMDs for the rest of 2020. Learn why this could be a money-saving move and what else you need to know with this quick guide.

You've heard of the SECURE Act - but do you know how it could be affecting your own retirement? We're discussing two big changes and what you need to know now.

For a limited time, Americans have the option to withdraw up to $100,000 from their 401(k) or IRA. Considering taking advantage of this change? We'll go over what you need to know before deciding.

Battling a global pandemic means confronting factors outside of our control — but there are still certain ways you can protect and manage your money during COVID-19.

In 2019, the average monthly social security benefit for retired workers was $1,471. However, your initial monthly benefit could be much greater or much less than that amount, depending on your age and income.

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 CERTIFIED FINANCIAL PLANNER™ professional firm based in Mystic, Connecticut that provides financial planning and investment management services, both on a fee-only basis.