After-The-Paycheck-logo

Exploring a wide range of topics aimed at helping people to and through their retirement.

Subscribe For Updates on New Posts & Episodes

After-The-Paycheck-logo

Exploring a wide range of topics aimed at helping people to and through their retirement.

4 New Tax Proposals That Could Shake Your Retirement Plan

Several of the suggested proposals in Biden’s tax plan could significantly affect retirees and how those nearing retirement...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

Old 401k Options & The Pros/Cons Of Each

When you change employers or enter retirement, you likely have four choices of what to do with your retirement account. Most...


Tags: Retirement Planning, tax-deferred accounts, 401(k),

The Role Dividend Paying Stocks Play In Your Retirement Portfolio

The notion of using dividends in retirement, either as a way to complement other financial assets, or perhaps rely on them for...


Tags: Retirement Planning, Income Planning, after the paycheck,

Creating A Retirement Income Drawdown Strategy

Starting your social security withdrawals before full retirement age could result in THOUSANDS of dollars of reduced potential...


Tags: Retirement Planning, Income Planning, pensions,

Myths of Conventional Financial Wisdom

Financial rules of thumb are useful to many people who can’t or won’t make time for complete and in-depth financial planning, ...


Tags: Retirement Planning, Asset Protection Planning, 401(k),

3 Unexpected Challenges You May Face Heading Into Retirement

You may have heard this before, but if you think your retirement situation will be similar to that of your grandparents or...


Tags: Retirement Planning, Income Planning, risk management,

Should Bonds Still Have A Role In Your Retirement Plan?

With interest rates so low, is there still a role for bonds in today’s retirement portfolio? Traditionally, bonds were used in...


Tags: risk management, 401(k), after the paycheck,

Healthcare Options In Retirement

One of the major considerations you'll need to take into account in retirement is figuring out your health insurance options. 


Tags: Retirement Planning, after the paycheck, Medicare

You’ve Inherited Money, Now What Should You Do?

If you’ve recently inherited money, you might be feeling a lot of emotions. Losing a loved one is hard, and you need time to...


Tags: Retirement Planning, estate planning, after the paycheck,

How A Tax Planning Strategy Today Could Help Maximize Income In Retirement

When over 250 recent retirees were asked, in terms of expenses, what the biggest surprise was in retirement, do you know what...


Tags: Income Planning, IRA Conversions, 401(k),

Where To START When Thinking About Retirement And Your Income

Earlier this year we shared a post about The "Ostrich effect", which refers to the psychological tendency to avoid negative...


Tags: Retirement Planning, Income Planning, after the paycheck,

Why Your Portfolio Strategy Needs To Be Different Than When You Were Working

What’s your goal, financially speaking, for retirement? Most likely, its to make sure you have enough money to last through...


Tags: Retirement Planning, risk management, after the paycheck,

Thinking You Should Delay Your Retirement Date? Consider This...

A landmark study released in August found that 39% of American workers, some 68 million in all, are changing the timing on...


Tags: Retirement Planning, risk management, 401(k),

Types Of Markets And Their Effect On Your Retirement Accounts

 

Why are there different "markets" discussed in the news,...


Tags: Retirement Planning, market update, 401(k),

Navigating Job Loss When Nearing Retirement
 

 

In this episode of after the paycheck, John Conley and...


Tags: Retirement Planning, Asset Protection Planning, Income Planning,

Popular:

   ATP Video Series
Helpful Worksheets
  What We Do & How We Can Help
New call-to-action

Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat. Fill out the form below or request a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.