Ramsay Wealth Management believes that education is an important part of any financial planning process. We’ve provided a number a number of informational resources for your use. Please contact us if you have any questions about these or any financial planning topics.
Resource Center
- News
- Tax Deductions Gone in 2018
- Avoiding the Cybercrooks
- What Do You Have in Reserve for 2018?
- The Medical Expense Deduction in 2018
- The Backdoor Roth IRA
- How New Tax Laws Affect Small Businesses
- Watch for These Insurance Blind Spots
- Tax Changes Around the Home
- Why the U.S. Might Be Less Affected by a Trade War
- Debunking a Few Popular Retirement Myths
- Searching for Health Coverage in the Years Before Medicare
- Is Generation X Preparing Adequately for Retirement?
- A Retirement Fact Sheet
- When a Family Member Dies
- Section 199A Business Tax Deductions
- Certain Uncertainties in Retirement
- Retirement Now vs. Retirement Then
- The Chapters of Retirement
- Three Key Questions to Answer Before Taking Social Security
- Retiring Single
- Eight Mistakes That Can Upend Your Retirement
- Why Having a Financial Professional Matters
- Retirement Wellness
- Systematic Withdrawal Strategies
- Measuring the Value of a Financial Advisor
- Debunking Common Retirement Assumptions
- Tax Considerations for Retirees
- Key Provisions of the CARES Act
- A Stock Market Lesson to Remember
- Eldercare Choices in the COVID-19 Era
- Before You Claim Social Security
- A Checklist for When a Spouse or Parent Passes
- Why Medicare Should Be Part of Your Retirement Strategy
- Year-End Estate Strategies
- The Social Security Administration Announces 2021 COLA
- 2021 Limits for IRAs, 401(k)s and More
- Building a Healthy Financial Foundation
- Earnings Season Gets Underway
- Tax Efficiency in Retirement
- Paying for the Infrastructure Bill
- 2021 Retirement Confidence Survey
- A COLA with Your Social Security?
- Conducting Your Mid-Year Financial Checkup
- A 6.1% Bump in Social Security?
- 401(k) Millionaires
- The Social Security Administration Announces 2022 COLA
- Wise Decisions with Retirement in Mind
- Fed Chair Changes His Tune
- Outlook for 2022
- Retirement Preparation Mistakes
- Getting (Mentally) Ready to Retire
- Are You Retiring Within the Next 5 Years?
- The Retirement Reality Check
- Rehearsing for Retirement
- Creating a Retirement Strategy
- Required Minimum Distributions 101
- 5 Retirement Concerns Too Often Overlooked
- Should We Reconsider What “Retirement” Means?
- End-of-the-Year Money Moves
- New Retirement Contribution Limits for 2023
- Managing Probate When Setting Up Your Estate
- What Happens When There Are No Beneficiaries
- Couples Retiring on the Same Page
- 9 Facts About Social Security
- Eight Mistakes That Can Upend Your Retirement
- Healthcare Costs in Retirement
- Navigating Retirement Pitfalls
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Helpful Retirement Strategies for Women
- Orchestrating Your Retirement Accounts
- Important Birthdays Over 50
- Social Security: Five Facts You Need to Know
- How Will Working Affect Social Security Benefits?
- Women and Wealth: A Pivot Towards Retirement
- Immediate vs. Deferred Annuities
- How Retirement Spending Changes with Time
- The A, B, C, & D of Medicare
- Understanding Money Market Funds
- Understanding Qualified Charitable Distributions
- Glossary
- White Papers
- Blog
