Where retirement and perspective intersect

Arcadia Financial

How Congress Ruined Social Security

By Arcadia Financial / August 16, 2016 / 0 Comments

You don’t know what you’ve got till it’s gone … In less than three months, we’ll have a new president. But November 2016 will also mark the one-year anniversary of the Bipartisan Budget Act of 2016. This little piece of legislation will forever be infamous for gutting precious Social Security strategies for married retirees. Amazingly,…

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The 5 Essential Elements of a Retirement Plan

By Arcadia Financial / August 11, 2016 / 0 Comments

 “You’re making me nervous!” Worse things have definitely been said in our office, but would it surprise you to know this is exactly the response we’re looking for when meeting with a prospective client? Financial planning is an extremely emotional process. Aligning your resources to achieve a desired outcome requires you to identify your wants,…

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Pay Off The #@$! Mortgage

By Arcadia Financial / June 24, 2016 / 0 Comments

You’ve probably wondered about it at least once. When your budget finds an extra dollar, is it better put to use paying down the mortgage or invested into the retirement nest egg? It’s time to end the debate. Pay off the damn mortgage. Set Your Budget Free My preference is for a client’s mortgage to…

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Who will inherit more of your estate, the kids or Uncle Sam? The difference is often a Stretch IRA.

By Arcadia Financial / April 15, 2016 / 0 Comments

By Michael R. Panico, CFP® We talk a lot about inheritance and estate protection at our workshops. Those planning for retirement often express the desire to transfer as much of their unused nest egg as possible to the people they love most. Unfortunately, many of us are not successful due to being clueless about RMDs…

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