This year will see a record number of Baby Boomers reaching the traditional retirement age. By 2030, they will all be at least 65. However, this creates a fiscal problem, as fewer taxable workers means less money for Social Security. If Congress does not act, we may face a serious crisis. Here’s how this imminent […]
2024’s Record Number of Retirees May Spark a Recession Read More »
Many retirees worry that they will live too long to enjoy their money. As a result, many are scared to spend in retirement. And can you blame them? Half of the financial world focuses on how woefully underprepared most Americans are for retirement. The other half focuses on a 3%, 4%, or 5% “safe” withdrawal
Many are Scared to Spend Money in Retirement Read More »
Taking out an extra $10,000 to pay for a new roof may not seem like a huge problem in the long term. However, costs build up, and your future retirement plans may be disrupted. Every penny matters in retirement, so you should create a precise budget that addresses as many potential issues as possible. To
Unexpected Retirement Expenses Read More »
Generation X will begin turning 60 years old this year, in 2025. This generation, generally defined as those who were born between 1965 and 1980, all tend to encounter the same few problems when it comes to retirement income. If you are a member of Generation X who is about to retire, here are some
Gen Xers and retirement Read More »
When a worker changes jobs, their retirement plan account is likely left behind and forgotten about. Fortunately, a new federal database should make it easier to find your lost retirement account from a previous employer. As of May 2021, there were over 24.3 million forgotten 401(k) plan accounts, with a combined value of approximately $1.35
Recover Your Lost Retirement Account Read More »
You are likely to experience more stress during the holidays, particularly if you have flights planned for Thanksgiving or Christmas. Whether you’re flying within the US to visit family or friends or vacationing abroad, the following holiday travel trips may make your vacation easier. Today, we’ll discuss some lesser-known travel tips that may assist in
Holiday Travel Tips Read More »
Traveling in retirement could be your golden ticket to a new kind of freedom, where every day brings the chance to try new things and learn new skills. If you’re the type of person who like to travel, of course. Planning a trip to explore one area in depth instead of just skimming the surface
How Much Should You Travel In Retirement? Read More »
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Jesse Dietz, an Investment Advisory Representative (IAR), offers services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retirement Planners of Texas, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Retirement Planners of Texas Insurance Group, Inc., Texas License #2489780 and Jesse Dietz, License #1387135.