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Thursday, October 14, 2021

Deciding between a Medigap or an advantage plan to supplement your Medicare benefits can be confusing. At Reed Financial Planning Services, we understand how Medicare impacts your retirement planning...

Wednesday, October 6, 2021

At Reed Financial Planning Services, we like to celebrate birthdays just like everyone else. Most children like to add "and-a-half' to make sure everyone knows they are closer to their next age than the last. As we get older, some...

Wednesday, September 29, 2021

At Reed Financial Planning Services, we realize that everyone doesn't stay at the same job forever. During your adulthood, you many change your job once or twice or for some it may be many times. You may have contributed to your...

Tuesday, September 21, 2021

At Reed Financial Planning Services, we understand that caring for a parent as they age can be challenging on many levels. It's not just the financial decisions, seeing our parents who were once our caregivers now needing our care can...

Tuesday, September 14, 2021

At Reed Financial Planning Services, we enjoy helping our clients retire...But some clients want to return to the workforce. Retirement can give you a chance to try something new or take a job in an area that has meaning to you.

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Wednesday, September 8, 2021

At Reed Financial Planning Services, we really enjoy helping our clients plan for retirement. When we discuss their upcoming retirement, we sometimes find people haven't stopped and thought about what this stage of life means to them....

Monday, August 30, 2021

At Reed Financial, we understand that losing a spouse, partner or parent can cause overwhelming grief. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition...

Monday, August 23, 2021

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your...

Friday, August 20, 2021

Social security and Medicare are key components of our client's retirement plan. We often field questions about how to enroll. Below is a link to the social security website's Social Security and Medicare Enrollment Checklist. Social...

Saturday, August 14, 2021

Some people have a good idea of how much they need each month during their working years. Others simply know that their current income covers their needs so they don't think much about it. But what about when you retire? How much will...

Saturday, August 14, 2021

For the past few years, retiring teachers were not able to roll funds from eligible retirement plans into the Connecticut Teachers Retirement Board Pension (CTRB) to then purchase the State of CT Additional Annuity at retirement....

Friday, August 13, 2021

At Reed Financial Planning Services, we know first hand the challenges that come with having a child with special needs. The article below helps explain the steps to take to when planning for your special need or disabled child. 4...

Thursday, July 22, 2021

At Reed Financial Planning Services, we often get calls from clients who find themselves inheriting money. People in this situation need to understand the rules, tax implications and options available for inherited assets. If you find...

Thursday, July 22, 2021

At Reed Financial Planning Services, we focus on working with baby boomers and Connecticut public school teachers. Our articles are focused on key topics that impact these groups of people.

Wednesday, July 21, 2021

A Living Trust Primer Estate planning is a key component of a Financial Plan. At Reed Financial Planning Services, we discuss estate planning with our clients and the role a trust can play in protecting assets,...

Thursday, April 29, 2021

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found that...

Friday, April 16, 2021

You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retirement can be much more complicated and overwhelming for some people. In fact, a recent...

Saturday, March 6, 2021

Maybe you have a good base of friends where you live now, but your children have moved away. As they continue to grow families of their own, a thought may cross your mind. Should we move closer to our children (and grandchildren)? If...

Saturday, March 6, 2021

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It's true that waiting to access benefits will increase your monthly payments down the...