Kramer Investment Services LLC

09/07/2022

You’ve had a countdown clock running in your head for years, but unless you’ve planned for these five realities, you may not be ready to retire. Call our office today!

You’ve had a countdown clock running in your head for years, but unless you’ve planned for these five realities, you may not be ready to retire.

09/05/2022

We’ve got four years left until tax rates are set to revert to higher levels, so workers may want to shift their thinking away from 401(k)s and traditional IRAs in favor of Roth accounts.

09/02/2022

Try these six tips that you can make as easy adjustments to your finances to help you save for your retirement goals.

Saving for retirement might feel like a daunting task, but it’s often the small changes that we make in life that add up to a big impact overall. Try these six tips that you can make as easy adjustments to your finances to help you save for your retirement goals.

08/31/2022

Soon-to-be retirees are reevaluating things like when to stop working, whether they should move and how to strategize their spending. There are no easy, one-size-fits-all answers, but there are a few ways to prepare, along with some helpful things to keep in mind when making these decisions.

There's no easy, one-size-fits-all answer, but there are some ways to prepare and things to keep in mind when making key decisions.

08/29/2022

If you’re at all concerned then it’s time to do some analysis, either with a financial professional or even just on your own. Answering a few questions is a good start. Give us a call now!

If you’re at all concerned then it’s time to do some analysis, either with a financial professional or even just on your own. Answering a few questions is a good start.

08/26/2022

How the right plan now can get you back on track and may reduce the risk going forward.

How the right plan now can get you back on track and reduce the risk going forward.

08/24/2022

Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map for potentially tax-smart withdrawals.

Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map for tax-smart withdrawals.

08/22/2022

A third of applicants are rejected from buying long-term care insurance. Here are some smart alternatives.

08/19/2022

Combining elements that you understand is one way to create a potentially secure retirement.

Combining elements that you understand is the smartest way to create a secure retirement.

08/17/2022

Want to work towards a happy and secure retirement? Learn from other retirees’ top mistakes and missed opportunities. Contact us!

Want to be well-prepared for a happy and secure retirement? Learn from other retirees’ top mistakes and missed opportunities.

08/15/2022

It’s unfortunate, but people make the same money mistakes all the time. Here are six surefire mistakes that can hurt your retirement – and remedies that can help get you back on track.

It's unfortunate, but people make the same money mistakes all the time. Here are six surefire mistakes that can kill your retirement – and remedies that can help get you back on track.

08/12/2022

We picked cities across the U.S. that are affordable and offer the amenities retirees value most. Plus, one of them is bound to be close to family.