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Retire on Your Terms

WELCOME TO RETIRE ON YOUR TERMS – OUR RETIREMENT PLANNING BLOG

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Uncle Sam collecting taxes from unhappy man.
Government Updates
Retire On Your Terms
Retirement Planning
Tax Planning
What Implications Does the SECURE Act 2.0 Have on Your Retirement?

In the final days of 2022, the U.S. House of Representatives passed a spending bill known as the Consolidated Appropriations Act of 2023. A major...

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...

Retire On Your Terms
Runey & Associates Updates
4th Annual ECCO Holiday Food Drive was a Success!

Thank you to everyone who participated in our 4th Annual ECCO Holiday Food Drive! We are humbled by your generosity and so grateful for your support....

Retire On Your Terms
Runey & Associates Updates
Congratulations Tyler Peterson on passing the CFP® exam and being promoted to Financial Advisor!

As most of you know Tyler Peterson joined Runey & Associates Wealth Management in January of 2022. Tyler has an impressive educational and...

Estate Planning
Insurance Planning
Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
The Awesome Year End Financial Checklist – Updated for 2022

We published The Awesome Year End Financial Checklist last year, and by popular demand we are republishing the Checklist with updated 2022...

Government Updates
Insurance Planning
Retire On Your Terms
Retirement Planning
Medicare Open Enrollment – Your Time is Running Out!

For those who are 65 and older or have a qualifying condition, the Medicare open enrollment period is here - and time is running out!

Retirement Planning
9 Steps To Increase Social Security Benefits After Retirement

You contributed (and may still contribute) to Social Security through your payroll or self-employment taxes while working. This entitles you to a...

Investment Management
What Is Private Wealth Management?

Private wealth management is a type of investment advisory service that includes financial planning, portfolio management, and other bundled...

Investment Management
What is Digital Wealth Management (DWM)?

What is digital wealth management? The phrase “digital wealth management” refers to competent financial advisers’ utilization of...