Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. WHY WORK DURING RETIREMENT? If you work during retirement, you’ll… Read More
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Working During Retirement
- June 25th, 2024
- Posted in Financial Planning
- Tags:
Tags: benefits, budget, BWFA, employment, financial planning, pension, retirement, social security
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The Secure Act 2.0 & Beyond
- June 22nd, 2023
- Posted in President's Address
- Tags:
Tags: 401(k), 529 plan, BWFA, IRA, retirement, retirement planning, RMDs, SECURE Act, social security
The Secure 2.0 Act, passed in December, contains more than 90 provisions affecting retirement savings plans, such as individual retirement accounts and 401(k) workplace plans. The Secure 2.0 Act, passed in December, contains more than 90 provisions affecting retirement savings… Read More
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Social Security Retirement Benefit Basics
- June 22nd, 2023
- Posted in Financial Planning
- Tags:
Tags: BWFA, financial planning, retirement, social security, social security benefits
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. Deciding when to take Social Security benefits… Read More
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10 Years and Counting: Points to Consider as You Approach Retirement
- June 23rd, 2022
- Posted in Financial Planning
- Tags:
Tags: benefits, budget, BWFA, debt, financial goals, financial planning, health care, medicare, retirement planning, savings, social security, taxes
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend… Read More
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Medicare 101
- December 29th, 2021
- Posted in Financial Planning
- Tags:
Tags: BWFA, disabilities, financial planning, insurance, medicare, premiums, retirement, social security
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know. WHAT DOES… Read More
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How Secure is Social Security?
- March 26th, 2021
- Posted in Financial Planning
- Tags:
Tags: BWFA, financial planning, payroll tax revenue, retirement age, retirement benefits, social security
If you’re paying attention to the news, you’ve probably come across story after story on the health of Social Security. And, depending on the actuarial assumptions used, Social Security has been described as everything from a program in need of… Read More
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BWFA Institute & Internship Class of 2020
- September 26th, 2020
- Posted in BWFA Institute
- Tags:
Tags: BWFA, career, COVID-19, educational, ESG, institute, internship, social security, summer interns
The goal of BWFA’s summer program is to provide guidance, educational opportunities and real life experience to our interns. While we aim to make the experience as meaningful as possible for them, we too gain so much from our time… Read More