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Retire on Your Terms

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Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
Bear Market? Perhaps a Chance to Lower Your Tax Bill with Tax-Loss Harvesting

It’s easy to get caught up in your emotions as the markets slump to newer lows daily. The urge to do something, such as sell off your assets,...

Investment Management
Retirement Planning
Is Now a Good Time for a Roth Conversion?

As of May 15, 2022, the S&P 500 was down over 17% YTD. Since January of this year, stocks, indexes, and equities have been facing a...

Retire On Your Terms
Retirement Planning
Tax Planning
Are Tax Credits Refundable?

When you file your taxes, you’ll likely stumble upon tax credits and deductions that you may qualify for. These adjustments to your tax liability...

Retire On Your Terms
Retirement Planning
How Much Retirement Savings Do I Need?

How much money do you need to retire comfortably? According to a recent report from the U.S. Federal Reserve, nearly one in four Americans have...

Retire On Your Terms
Runey & Associates Updates
Runey & Associates Retirement Blog Featured in “Top 100 Retirement Blogs and Websites” on FeedSpot.com

Runey & Associates Wealth Management is proud to be recognized as one of the “Top 100 Retirement Blogs and Websites” on FeedSpot.com....

Retire On Your Terms
Retirement Planning
Tax Planning
Top 10 Tax Myths Most Taxpayers Believe

There is a lot of mixed messaging about taxes in the United States. Many people believe certain myths that simply aren’t true. Without an...

Estate Planning
Retire On Your Terms
Retirement Planning
How to Protect Yourself from Identity Theft and What to Do if It Happens to You

According to the Federal Trade Commission (FTC), there were 1.4 million victims of identity theft in 2020, a 311% increase from the...

Investment Management
Retire On Your Terms
Runey & Associates Updates
How to Handle Your Investments During Global Conflict: Russia – Ukraine

Russia’s invasion of Ukraine has triggered an emotional response for many of us, and rightfully so. It is not a surprise that this emotional...

Retire On Your Terms
Retirement Planning
When Should I Start Planning for Retirement?

Conventional wisdom suggests that retirement planning should begin as soon as you get your first “real” job after earning your degree. This...