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A Happy Retirement

New Client Guide- The Retirement Instructor

We Want Your Retirement to Be Seamless As president of The Retirement Instructor, I know for a fact that we are doing our best to streamline your retirement. That’s why we have so many complimentary financial softwares and services for your to choose from. This article will help you to understand the available tools at…

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401(K)s Can Augment Your Retirement Plan

Record Highs in 401(K) Contributions Retirement accounts in the U.S. reached record highs by the end of 2018’s third quarter. The average account balance was $106,500 for 401(k) plans, and the number of 401(k) millionaires in the U.S. increased to 187,400, up 41 percent from 2017. This trend may continue, because of an increase in 2019…

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Caring For Elderly Parents in Retirement

Care-Giving During Retirement Can You Afford to Take Care of Your Parents? According to the Center for Retirement Research at Boston College, it is now common for people in their 60s and 70s to be caring for a parent in their 90s or older. 10% of adults between the ages of 60 and 69 with…

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Don’t Forget Required Minimum Distributions (RMD’s)!

What Are Required Minimum Distributions (RMD’s)? When you reach the age of 70 & 1/2, Uncle Sugar (The IRS) mandates that you take a minimum withdrawal from your tax-deferred retirement accounts. Why? So he can potentially tax that money! In the year you turn 70 & 1/2 years old, you must withdraw the specified amount by…

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Digital & Financial Tools for Retirees

Crossing the Digital Divide These days, there are plenty of gadgets designed to help us monitor our health, stay in touch, and manage our households. They come in a variety of smartphone apps, wearable devices, computers, tablets and smart appliances. One of the obstacles to widespread adoption is that not all of us grew up…

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When Do You Need a Financial Advisor?

Major Life Events Are Financially Complex You might think that you only need a financial advisor for retirement or investment questions, but there are a number of common situations that necessitate complicated paperwork and financial decision making. Rather than do everything yourself, sometimes the best way to get things done correctly is to seek financial…

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WE WON BEST INVESTMENT FIRM IN AUSTIN!

Austin First Financial is the parent company of The Retirement Instructor. I founded Austin First Financial, Inc in 1999 to aid Austin residents with their retirement planning. Since then, The Retirement Instructor was founded for my adult education classes. The Austin American Statesman & Austin360 polled the Austin community and they discovered that Austin First…

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