Retirement Archives - Imagine Financial Services

Financial Planning: Start Early

By Marianne Martini Nolte, CFP® | January 9, 2022

Choose purchases you can afford.

SOCIAL SECURITY AND RETIREMENT

By Marianne Martini Nolte, CFP® | June 25, 2021

When can I begin to collect and how much will I receive? Can I even count on Social Security being available when I retire? These are common questions even young folks should be considering. Retirement may be quickly approaching or just a distant dream. Regardless, it is important for retirement planning purposes, to consider the…

ACCELERATE RETIREMENT PLANNING

By Marianne Martini Nolte, CFP® | June 10, 2020

Is this life similar to retirement? The recent Coronavirus shelter in place orders provided many with an unexpected look at what it may feel like to be retired.

TIME FOR A ROTH CONVERSION?

By Marianne Martini Nolte, CFP® | April 14, 2020

If you are faced with a lower income bracket due to the coronavirus pandemic, a Roth IRA conversion may be advantageous. Additionally, a Roth IRA conversion may be a savvy strategy for you right now if you feel taxes will be higher down the road when you retire. What is a Roth conversion? …