Forsyth Financial Services

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

Have you used a junk-drawer approach to manage your investments?

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How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

How the SECURE Act 2.0 Changed RMDs Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

What to Expect in Your First Year of Retirement A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.

Preparation can sometimes be all you need to make the impossible, possible.

Preparation is the Key to Retirement The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.