Behind the Scenes with Avery Wealth: Brent Oliver CFP®’s Story

Avery Wealth’s Mission to Help You Ramp Up to Retirement

Who is Dan Reese?

5 Common Retirement Fears and How to Overcome Them

By Erin Wood, CFP®, Senior Vice President, Financial Planning and Advanced Solutions If we’re to believe everything we see in magazine and TV ads, retirement is a time of leisurely bike rides with your spouse, lunching with friends and exploring hobbies like painting or ceramics, all done i …

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Qualified vs. Non-Qualified – I Don’t Get It?!

Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.

Ladies – Are You Planning for Your Security in Retirement?

While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

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