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Retirement Category

  • It’s Time for Baby Boomers RMDs!

    In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts, including traditional IRAs, SIMPLE IRAs, SEP IRAs, SARSEPs, and 401(k), 403(b), and 457(b) plans. […]

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  • Working in Retirement: What You Need to Know

    Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Why Work During Retirement? Obviously, if you work during retirement, you’ll be earning money and relying […]

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  • Who Spends the Most Years in Retirement?

    May 10, 2017 While many Americans may dream of an early retirement, men average just 10 years in retirement, while women typically get 16—mostly because men die earlier. That’s still 10 years less than women lucky enough to live in Austria, the #1 country for length of retirement. Source:, OECD, FlowingData (April 7, […]

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  • Expect the Unexpected: What to Do If You Become Disabled

    Expect the Unexpected: What to Do If You Become Disabled In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they had to leave the workforce early because of health issues or a disability.¹ Although you may be healthy […]

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  • Baton Rouge Business Report Article Featuring Jason Windham

    Our very own Jason Windham was recently featured in an article for the Greater Baton Rouge Business Report on retirement. You can view it below or click here to view it in a new window.

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  • Evaluating Your Medicare Options – Shobe Insights: Q3 2016

    As Told By Edward Shobe, CFP®, CLU®: My wife and I originally had a Medicare Advantage plan, which we purchased after meeting with an insurance consultant. This plan was wonderful until we discovered there was no coverage when I was referred to a doctor outside of my network. We learned that my original plan was not […]

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