When it comes to retirement planning, your location matters more than you might think. Living on Long Island offers a unique blend of lifestyle opportunities and financial challenges that can directly impact how you prepare for the next chapter of your life. From property taxes and cost of living to access to world-class healthcare and […]
Navigating Retirement Planning on Long Island: A Local’s Guide Read More »
In the complex landscape of financial planning and investment management, the role of a fiduciary advisor is crucial. At Snyder Wealth Group, our fiduciary duty is the cornerstone of our relationship with you. This article explores how our commitment to fiduciary standards ensures that every piece of advice and financial strategy we offer is unbiased,
Unbiased and in Your Favor: How Fiduciary Advisors Make a Difference Read More »
Retirement is not just a milestone; it’s a new chapter that can span decades. Ensuring you have a sustainable retirement income is crucial to maintain your lifestyle and financial independence during these years. At Snyder Wealth Group, we focus on strategic planning and sound financial management to help you secure a retirement income that lasts.
Creating a Sustainable Retirement Income: Tips and Strategies Read More »
Retirement should be a time of joy and fulfillment, a period to enjoy the life you’ve worked hard to build. At Snyder Wealth Group, we understand that a worry-free retirement is about more than just financial security; it’s about preserving the lifestyle you love. This article will explore effective retirement strategies to ensure your life
Preserving the Life You Love: Strategies for a Worry-Free Retirement Read More »
The journey to a comfortable retirement is a marathon, not a sprint, and it’s one that ideally starts the moment you begin your working life. It’s a common misconception that retirement planning is for the later stages of life. In reality, the earlier you start, the more secure your future can be. Remember, it’s never
Retirement Planning: How to Prepare in Your 30s, 40s, and 50s Read More »
Retirement is a significant milestone in life, and careful planning is essential to ensure a financially secure future, especially for those living on Long Island. In this article, we will explore effective strategies and essential steps to help you secure your financial future through comprehensive retirement planning. By taking proactive measures today, you can enjoy
Retirement Planning on Long Island: How to Secure Your Financial Future Read More »
In December 2022, the U.S. House of Representatives passed the Consolidated Appropriations Act of 2023, otherwise known as SECURE ACT 2.0. The bill is an addition to the SECURE (Setting Every Community Up for Retirement) Act of 2019 and brings significant changes to retirement savings accounts. While dozens of revisions are described in the roughly
SECURE ACT 2.0 – What You Need to Know Read More »
In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years to 72 years old. It was a welcome change. The act also included smaller changes that aided workers saving for retirement.
SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) Read More »
Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed
7 Ways to Stay on Track and Meet Your Retirement Goals Read More »
Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in
Is It Time To Downsize Your Home? Read More »
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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
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