Retirement

‘Mid- Year Outlook’

‘Mid- Year Outlook’

“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”

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“How to Not Panic”

“How to Not Panic”

“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”

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“Realities of Recessions”

“Realities of Recessions”

: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”

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‘Your Goals > Stock Market Movements’

‘Your Goals > Stock Market Movements’

Blog"Your Goals > Stock Market Movements"   For those who’ve been reading our weekly articles for some time, you might recognize the title.  We have re-visited the idea that your personal goals should hold a greater weight than what is happening in the stock...

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“Does it Matter When Booms and Busts Happen?”

“Does it Matter When Booms and Busts Happen?”

Blog “Does it Matter When Booms and Busts Happen?”   For my grandparents it was the Great Depression and then an economic boom from the second World War.  For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble.  For me...

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SECURE ACT 2.0

SECURE ACT 2.0

“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”

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The RMD Surprise for Retirees

The RMD Surprise for Retirees

“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”

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Obtaining the CFP® Designation

Obtaining the CFP® Designation

With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!

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Relax and Focus on Long-Term

Relax and Focus on Long-Term

“Recent market jitters can cause many people to feel like the answer is to change something about their investments. We recommend re-focusing on the long-term and remaining invested along the way. What are some long-term goals you are working towards?”

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‘Your New 2022 Tax Rates & More’

‘Your New 2022 Tax Rates & More’

BlogYour New 2022 Tax Rates & More   The Internal Revenue Service recently announced their annual inflation adjustments for the tax year 2022. Higher recent inflation means that some of these numbers are up by a greater degree compared to recent years. However,...

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Avoiding Some Common Retirement Pitfalls

Avoiding Some Common Retirement Pitfalls

Blog“Avoiding Some Common Retirement Pitfalls"   There's no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream.  For many folks, their view of what retirement will look like tends to change after the first...

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‘5 Overlooked Facts About IRA’s’

‘5 Overlooked Facts About IRA’s’

Blog“5 Overlooked Facts About IRA’s"   IRAs have been around since 1974. And yet after nearly 50 years, there’s plenty that the 47.9 million households that use IRAs to save for retirement still get wrong about these retirement accounts.  A recent article on...

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‘The Current State of Social Security’

‘The Current State of Social Security’

Blog"The Current State of Social Security"   It’s obvious, the last 12 to 18 months has been tough and we’ve seen firsthand effects of how the pandemic has impacted the economy and our everyday lives.  A question that maybe some of us have started to ask is, “How...

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“Most Americans are Unprepared for Retirement”

“Most Americans are Unprepared for Retirement”

Blog “Most Americans are Unprepared for Retirement”   Perhaps this type of headline gets old, but the unfortunate reality is that it’s true!  Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their...

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Managing the Initial Years of Retirement

Managing the Initial Years of Retirement

Blog Managing the Initial Years of Retirement   The conventional view of retirement is changing.  Certainly, the age at which we retire, what we do during retirement years, and even how long retirement generally lasts look different than assumptions we made 15 years...

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‘ Putting your House in a Trust ‘

‘ Putting your House in a Trust ‘

Blog “Putting your House in a Trust"   Trusts aren't just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die.  When you establish a trust, you...

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How is Social Security Taxed?

How is Social Security Taxed?

Blog “How is Social Security Taxed?"   For some, it’s surprising to learn that social security benefits are taxable.  After all, it’s a system that has taken tax out of your paycheck for so many years, it can be eye opening to learn that the benefits from that...

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Van Gelder Financial

13155 New Providence Road

Alpharetta, GA 30004

Phone: 470-736-8931

Email Tony

Curious to know more?

We offer a free 30 minute introductory call for those interested in becoming clients with Van Gelder Financial.  During this call we will ask a lot of questions and answer any that you may have to ensure there is a match.

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Van Gelder Financial