Hugh F. Wynn
Social Security vs. Pension Plans: How do they Stack in Retirement?
Social Security and pension plans provide reliable sources of monthly payments in retirement. But how do they differ - and compare?
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Hugh F. Wynn
- Dec 22, 2022
- 3 min
Silver Lining: Congress' Spending Bill has Some Shiny Benefits
It’s the holiday season and our friends in Congress are on the verge of passing a huge omnibus bill that help us save more for retirement.
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Hugh F. Wynn
- Jul 29, 2021
- 4 min
Is There a Cure for Tightwad-itis?
It's great to save your hard-earned dollars but when does saving becoming more of a sickness and less of a good habit?
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Hugh F. Wynn
- May 20, 2021
- 3 min
The Case for Delaying Social Security in Retirement
A key component of a retirement plan is delaying your Social Security if at all feasible.
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Hugh F. Wynn
- Dec 3, 2020
- 5 min
Real World WynnSights: Please Don't Liquidate Your 401(k)
I tackle questions about investing in a tough economy, liquidating a 401(k), retirement allocation strategy and alternatives to the 529.
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Hugh F. Wynn
- Oct 29, 2020
- 4 min
Individual Retirement Accounts: Traditional, Roth and Conversions
Individual retirement accounts (IRAs) are a blessing, but which way should you lean when it comes to choosing a tradition IRA or Roth IRA?
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Hugh F. Wynn
- Jul 9, 2020
- 3 min
IRS UPDATE: You Can Refund Your RMD if You Want To
Everytime you blink our government is changing a rule or guideline in order to ease the financial burden on Americans during the pandemic.
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Hugh F. Wynn
- Jun 25, 2020
- 5 min
When, Why and How to Rebalance Your Portfolio
The COVID-19 pandemic has reminded investors of the value of rebalancing portfolios.
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Hugh F. Wynn
- Apr 2, 2020
- 4 min
Did You Know? You Don't Have to Take RMDs in 2020
Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020
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Hugh F. Wynn
- Sep 26, 2019
- 3 min
The Scary Facts of Retirement Saving
The median retirement savings for most Americans in the decade preceding retirement (age 55-64), wallows in the neighborhood of $100,000.
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Hugh F. Wynn
- Jul 26, 2019
- 4 min
A Tottering Stool
The Three-Legged Stool – a financial phrase that describes the most common sources of retirement income for many individual investors
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