fbpx
Background photo of car on street in Charleston, SC for Retire on Your Terms blog written by Runey & Associates Wealth Management.

Retire on Your Terms

WELCOME TO RETIRE ON YOUR TERMS – OUR RETIREMENT PLANNING BLOG

Explore the blog

Categories

Person typing letter on computer.
Estate Planning
Retire On Your Terms
What Is a “Paradise Letter” and Why Do I Need One?

The job of an executor is to secure and distribute assets of a deceased person pursuant to their wishes.  These wishes are ideally spelled out...

Investment Management
Retirement Planning
When is the Best Time for a Roth Conversion?

We want to start this article with a disclaimer: This article is stating the ideal situation for a Roth conversion, not necessarily the only time...

Estate Planning
Insurance Planning
Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
The Awesome Annual Financial Checklist

Don’t Be Like The Celebrities Who Never Used Their Annual Financial Checklist! We published The Awesome Year-End Financial Checklist in prior...

Investment Management
Retire On Your Terms
Retirement Planning
What To Do When Banks Are Failing

While not commonplace, banks do fail for a variety of reasons. When they do we get questions such as, “should I pull out my money” or “what...

Chart showing US GDP vs other G7 countries. Runey & Associates Wealth Management.
Investment Management
Retire On Your Terms
World Reserve Currency Changes and Rising Debt Levels – What Impact Do They Have On My Nest Egg and What Can I Do About It?

Regardless of what media sources you follow you are likely being inundated with information about rising debt levels in the United States and the...

Jamie Runey teaching Retirement Class at The Citadel with audience.
Retire On Your Terms
Retirement Planning
Runey & Associates Updates
Sign up for our 6 Keys to Exceptional Retirement class!

The 6 Keys to Exceptional Retirement course is for people who want to make wise retirement decisions but aren’t sure where to start. This...

Financial Planning
Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
Protect Yourself From the “One Big Mistake” by using a Financial Advisor

When hiring a financial advisor many people mistakenly believe that the value-add comes in the form of higher rates of return. For most people, the...

Retire with Purpose text over calm water and trees
Retire On Your Terms
Retirement Planning
Retire with Purpose

Retire with Purpose perhaps sounds cliché, but there is tremendous power and truth behind this simple statement. As a financial planning firm, we...

Picture of Computer and Tablet. Similarities between Financial Planning and Project Management
Financial Planning
Retire On Your Terms
Retirement Planning
5 Similarities between Financial Planning and Project Management

Utilizing a professional Project Management approach at work to mitigate potential project risks equates to the Financial Planning work we do to...