Retirement
Who Can Still Stretch an Inherited IRA?
5 Eligible Beneficiaries who may still be eligible to “stretch” an inherited IRA.
Kiara Caudill
December 24, 2020
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Retirement Planning
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Retirement
IRS Reduces RMD Amounts For IRAs And 401(k) Plans
The new rules are expected to begin in 2022 slightly reducing the required minimum distribution (RMD) for retirees.
Steve Vernon
December 24, 2020
What is a Self-Directed IRA and is it a Good Idea?
What is a Self Directed IRA? Is it a Good Idea for Retirement Savings? What Is a Self-Directed IRA? A
Carolyn Rosenblatt
December 17, 2020
COVID-19 Forces Many Into Early Retirement
Covid-19 Forces Many Into Early Retirement IN A SPAN OF WEEKS, COVID-19 forces many into early retirement and cost more than
Kiara Caudill
November 12, 2020
Retirement
IRS Announces IRA Contribution Limits for 2021
The IRS announced IRA contribution limits Monday and it wasn’t great news for savers.
Kiara Caudill
October 27, 2020
Retirement
Bond Basics #1 Ultimate Guide
Bond Basics If you’re objective is to grow your retirement savings over time to you likely invest a significant portion
Kiara Caudill
October 25, 2020
Retirement
6-Step Retirement Planning Checklist to Get the Ball Rolling
Retirement Planning Checklist: 6 Bite Size Steps Before you start your next big chapter of retirement, help make sure you
Kiara Caudill
October 20, 2020
Retirement
Guaranteed Retirement Income: Cover Your Wants Not Just Your Needs
How Much Guaranteed Retirement Income do You Need? Many retirees want more covered than just their essential needs, and that
Kiara Caudill
October 1, 2020
Retirement
4 Inevitable Risks in Retirement
Volatile markets, low interest rates and longer life expectancies are forcing people to re-evaluate the ways they save for retirement.
Kiara Caudill
August 1, 2020
What To Do If The Coronavirus Pandemic Is Forcing You Into Early Retirement
Until recently, the goal of early retirement was a lofty one. But with the chaos caused by the coronavirus pandemic,
Carolyn Rosenblatt
July 28, 2020
Retirement
CARES Act: Act a Glance
The Cares Act: At a Glance Employee Retention Credit Arguably the largest form of relief to businesses, particularly small businesses,
Kiara Caudill
July 2, 2020
Fixed Index Annuity
Fixed Index Annuities vs Bonds
Index Annuity vs. Bond Comparison using 5000 Monte Carlo Simulations.
Kiara Caudill
June 7, 2020
Retirement Research and Studies
Kiara Caudill
I spent the first 10 years of my career as a clinical mental health therapist and I saw firsthand that finances play a large role in one’s happiness.
A good financial plan is not only important to your financial health it’s also important to your mental health.
I approach financial planning from a behavioral finance perspective using a goals-based approach. Kiara holds a B.A. Degree in Psychology from Goshen College and an M.A. in Clinical Mental Health Counseling from Valparaiso University.
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