Spouses who inherit IRAs have more choices about what to do with the money and the timing for doing it. Senior Financial Michael Branham provides some helpful guidance.
Mike Branham, CFP®, Senior Financial Planner at The Planning Center, was recently featured on the Aligned Money Show, where he discussed financial preparedness, resilience, and practical steps individuals and families can take when facing job loss or financial overwhelm. The conversation focused on empowering listeners through education, clear action steps, and better use of employer benefits to build long-term financial stability.
With ConocoPhillips announcing workforce reductions, many employees face financial and emotional uncertainty. From assessing cash flow to making decisions about benefits, retirement accounts, and insurance, proactive planning can help ease the transition and protect long-term stability.
Public-sector employees nationwide received an early gift from the US House and Senate just a few days before Christmas, 2024. Two policies related to Social Security benefits were repealed via the Social Security Fairness Act (SSFA), which was passed by both houses of Congress on December 21, 2024, and signed into law by President Biden on January 5, 2025. The bill had strong bipartisan support in both chambers, passing in the House 327–75 and in the Senate 76–20.
After all your years of working, saving, and paying taxes, you’re finally approaching retirement, and it’s time to ensure your benefits and income sources are in place. For many retirees, Social Security benefits make up a sizeable portion of the funds you’ll need to maintain your retirement lifestyle.
The Judicial Retirement System (JRS) was established by the State of Alaska in 1963 as a separate retirement system for its judiciary and court system administrators.
There has been much debate in recent years about the State of Alaska’s ability to attract and retain talent for state government jobs. One of the biggest issues to address is how employees receive benefits in their retirement years.
As you retire from state service, or even if you are in the private sector but have prior State of Alaska employment, it’s important to take stock of the available benefits.
There has been much debate in recent years about the State of Alaska’s ability to attract and retain talent for state government jobs. One of the biggest issues to address is how employees receive benefits in their retirement years.
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is Michael
Are you an owner of a corporation, LLC, limited partnership, or any entity whose existence is created by a filing with a secretary of state in any state? If so, your business may be subject to new requirements under the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting.
“Retirement age” doesn’t mean the same thing it did twenty years ago—or even ten years ago. From the “FIRE” movement—with advocates focused on retiring in their 50s or younger—to those pursuing a “second act”—a second career following a full first career—retirement age has come to mean many different things to many different people. But what’s the right age for you? Our article can help you decide.
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