Retire on Your Terms
WELCOME TO RETIRE ON YOUR TERMS – OUR RETIREMENT PLANNING BLOG
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Financial Planning
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Retire On Your Terms
Runey & Associates Updates
Geopolitics and Your Portfolio: when it comes to your portfolio, the best course of action is often the hardest one: staying the course.
James Runey
March 9, 2026
Retire On Your Terms
Tax Planning
In order to enhance your financial situation, it is crucial to reconsider the conventional notion of “winning the tax game” which...
Tyler Peterson
March 5, 2026
Estate Planning
Financial Planning
Government Updates
Retire On Your Terms
Retirement Planning
Tax Planning
Is the new 530A (Trump) Account for children right for you? A comparison vs traditional options like 529s, UGMAs, and UTMAs.
Linda Runey
February 11, 2026
Estate Planning
Financial Planning
Retire On Your Terms
Retirement Planning
Tax Planning
Congratulations! You did it. Selling your small business is the capstone of years of hard work, dedication, and sacrifice. It's a massive achievement...
Linda Runey
January 8, 2026
Estate Planning
Financial Planning
Retire On Your Terms
Retirement Planning
Tax Planning
What if you could employ gift giving strategies that benefit the receiver and also provide the giver significant strategic financial and tax planning...
Linda Runey
December 1, 2025
Retire On Your Terms
Retirement Planning
As retirement looms, a single, critical financial question often takes center stage: Should I pay off my mortgage before I stop working? It’s a...
Linda Runey
October 29, 2025
Estate Planning
Financial Planning
Retire On Your Terms
Retirement Planning
In Part Two of this two-part article, we'll turn our attention to the non-financial strategies the wealthy use.
Tyler Peterson
September 24, 2025
Estate Planning
Financial Planning
Retire On Your Terms
Retirement Planning
Tax Planning
In Part One of this two-part article, we'll explore the specific generational wealth planning financial actions employed by the wealthy.
Tyler Peterson
September 24, 2025
Retire On Your Terms
Retirement Planning
When considering a place for retirement, Mount Pleasant, South Carolina, offers a compelling mix of coastal charm, community, and financial benefits....
James Runey
August 29, 2025