Posts by webteam
Year-End Tax Planning 2020: 6 Tips to Maximize Your Savings
The best way to maximize your tax savings is to get started well before Tax Day comes. Whether you’re in a high tax bracket or a lower one, you can…
Read MoreMake a Health Savings Account Part of Your Retirement Plan
You’ve heard of 401(k)s and IRAs as retirement savings vehicles—and you may already have a solid investment strategy using one or both of these account types in your retirement plan.…
Read MoreShould You Plan for a Retirement in Richmond—or Move?
One of the most difficult decisions about retirement is deciding where to spend it. Whether you live in Richmond already and are deciding whether to stay, or you’re considering moving…
Read More5 Retirement Excuses You Can’t Afford to Make
Are you making excuses to avoid thinking about retirement? Sometimes people say they’re not ready to retire because they’re afraid they can’t afford to retire. Even if you really don’t…
Read MoreCOVID-19 and Your Retirement Plan: How to Get Back on Track
Has the coronavirus pandemic affected your retirement plan? Like many Americans, you may be worried about your ability to retire on time (or at all) because of the health and…
Read MoreFinancial Dynamics’ Ricky Lafon Earns CFP® Credential
Virginia native has provided financial planning at Midlothian firm for over 5 years. MIDLOTHIAN, Virginia—Financial Dynamics & Associates is proud to announce that Advisor and Retirement Planner Ricky Lafon has…
Read MoreYour Biggest Retirement Plan Assets
With the stock market experiencing volatility due to COVID-19, and with economic uncertainty high, you may be concerned about the health of your retirement plan assets. Yet rather than looking…
Read MoreHigh-Income Earners & Retirement Planning: How to Save More
As the coronavirus crisis has shown, the unexpected can happen at any time, threatening both health and finances. While that doesn’t mean you should panic, high-income earners may want to…
Read MoreRetirement Plan Contribution Limits for 2020
While the coronavirus pandemic and associated economic and stock market declines may cause you to consider putting retirement plan contributions on hold, it’s important to stay focused on your long-term…
Read MoreFinancial Planning Tips for Down Markets: Refinance Your Mortgage or Other Debt
Although interest rates were low before COVID-19 sent our economy into a downturn, the Federal Reserve has slashed them to near-zero in response to the crisis. You may find that…
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