Mike Muncy, Partner at Ivy-Wealth

04/10/2023

Is your retirement savings plan on track? See how much you might need to save with this easy calculator, and then contact me to discuss your options!

03/28/2023

Choosing options that offer different tax advantages is just as important and beneficial as diversifying your investment portfolio! It can mean saving more and reducing income tax liability during retirement. https://blog.massmutual.com/post/wholelife-diversify-taxes.

07/28/2022

You may live longer than you think. And your retirement savings need to last as long as you. Learn how to help make sure your retirement savings will be enough.

Retirement sometimes can be thought of as "something I will eventually get to" or "something I will take care of when I make more money".
Retirement for many people can mean creating annual income for 30+ years. Are you prepared for this?
It takes time and proper planning to build lasting wealth, and you will never have more time to plan and build than you have right now.

07/28/2022

The closer you are to retirement, the more impact market losses can have on your retirement savings. Learn how you can protect your savings as you prepare for retirement.

05/24/2021

Look at your budget – can you afford the cost of buying a home, or trading up from your current home

thebalance.com

05/04/2021

Though Social Security may end up providing quite a bit of retirement income for you, it shouldn't be your only source.

fool.com

04/20/2021

Additionally, you can look into seeking professional financial advice from an advisor as they will be able to give you trusted information tailored to your situation and could put you on a payment plan enabling you to pay off your debt with more ease

globalbankingandfinance.com

03/22/2021

Younger workers are obviously thinking long term, so offering robust retirement benefits can help frame your company as a key part of meeting those long-range goals.

forbes.com

03/15/2021

No matter what your income is we can help you become a better saver. Talk with an advisor today!

limaohio.com