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Should You Rent in Retirement?
Personal FinancesRetirement Planning

Should You Rent in Retirement?

Selling your home could help you fund a more comfortable retirement lifestyle, not to mention the accessibility and maintenance benefits that can come with becoming a renter.

5 minute read
How to Invest Money When You’re on a Tight Budget
Personal FinancesRetirement PlanningWealth Planning

How to Invest Money When You’re on a Tight Budget

Sticking to a budget, contributing to your retirement plan and tuning out market noise are all steps that add up when you’re building your nest egg.

4 minute read
Estimating Expenses in Retirement
Personal FinancesRetirement Planning

Estimating Expenses in Retirement

Retirement is the time to enjoy life, but first you need to make sure you'll have enough money to cover all your expenses.

4 minute read
What Is an IRA?
Personal FinancesRetirement PlanningWealth Planning

What Is an IRA?

Learn the definition, types and limits of individual retirement accounts.

4 minute read
4 Ways to Minimize Taxes on Your Investments
Personal FinancesRetirement PlanningWealth Planning

4 Ways to Minimize Taxes on Your Investments

Learn the steps you can take to minimize or entirely eliminate tax liabilities associated with your investments.

4 minute read
Should You Invest Your Health Savings Account in 2023?
Personal FinancesRetirement Planning

Should You Invest Your Health Savings Account in 2023?

The tax benefits of health savings accounts can make them appealing as a retirement savings tool, but consider the drawbacks before investing your account.

5 minute read
How Employers Can Help Workers Maximize Social Security Benefits
Business PlanningRetirement PlanningWealth Planning

How Employers Can Help Workers Maximize Social Security Benefits

Waiting to collect Social Security can substantially increase a retiree’s benefit. Find out how employers can help make a delay feasible by adding a bridge strategy to their retirement plans.

3 minute read
Where Interest Rates May Land and How It Could Impact Your Retirement
Market TrendsRetirement Planning

Where Interest Rates May Land and How It Could Impact Your Retirement

As the Fed continues to increase rates, should you adjust your long-term investing strategy?

5 minute read
4 Investment Lessons From 2022 That All Retirees Should Take to Heart
Personal FinancesRetirement PlanningWealth Planning

4 Investment Lessons From 2022 That All Retirees Should Take to Heart

These timeless financial planning principles can help you make smart investment and spending decisions no matter what the year ahead may bring.

5 minute read
The Value of Advice in Volatile Markets
Retirement PlanningWealth Planning

The Value of Advice in Volatile Markets

Whatever stage of life you’re in, learn what considerations should be at the top of your checklist when working with a financial professional to build—or restructure—your investment portfolio.

5 minute read
How to Use the New Tax Brackets and Retirement Contribution Limits to Boost Your Finances
Retirement PlanningWealth Planning

How to Use the New Tax Brackets and Retirement Contribution Limits to Boost Your Finances

The IRS’s recently announced record increases to the standard deduction, tax brackets and retirement plan contributions present opportunities for workers to save and invest more in 2023.

5 minute read
Are You Ready for Retirement? 5 Things You Should Think About First
Retirement PlanningWealth Planning

Are You Ready for Retirement? 5 Things You Should Think About First

If you’re approaching retirement, make sure you’ve analyzed all the financial implications before you take that big step.

5 minute read

Please note that any opinions or posts expressed in these articles do not necessarily reflect the opinions of Byline Bank.