Public Relations

In the media

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your retirement checklist

Most couples have seldom talked about retirement and most single people haven’t even thought about it. They each may have fantasized in their own minds when that day may be. However, they’ve spent more time planning their last vacation than they did talking about the day they plan to retire, which could easily be a 30-year plan or more, not just a 7-day vacation.

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U.S. News & world Report

What to Consider Before Getting a Reverse Mortgage in Retirement

“In most cases, the loan is only paid back when the borrower leaves the home,” says Chuck Czajka…

Medium's authority Magazine

5 Things Every CEO Should Know About Navigating The World of Finance with Chuck Czajka

Education – enough is not enough. Continuing to learn is a mainstay of this business. Every day new ideas and products are created to help people succeed…


Should you accept an early retirement offer?

“If you retire before you get to retirement age, your benefits might be less when you get to Social Security retirement age,” says Czajka.


How to Apply for Social Security

“The most important consideration is when you should claim your benefits,” says Czajka…

The Washington Post

How to Set (and Stick to) a Vacation Budget

“While that may be hard in the beginning, like a diet, you have to try to get as close as possible to this goal,” he says…

retire ahead

Hardship Withdrawals

Late last year, the Internal Revenue Service and U.S. Treasury loosened rules regarding hardship withdrawals from 401(k) plans, making it easier to pull money from retirement savings…

the penny hoarder

Lean Into Budgeting to Make Your Money Last in Retirement

You’ve spent decades in the workforce earning a living, your schedule dictated by the demands of the job. All the while, you’ve been steadily adding to your savings…


How to Become a Homeowner in 2020

The homeownership rate has edged up 1 percentage point in the last five years, to 64.8 percent. And there are many renters eager to join the club…

Planadviser Magazine

Retirement Savings Options for the Self-Employed

There are a number of options that retirement plan advisers can suggest to the self-employed and small business owners to help them save for retirement….

u.s. news & World report

Should Tax Reform Change How You Save for Retirement?

THE 2017 TAX CUTS AND Jobs Act was the most sweeping tax reform enacted in decades, and the 2019 SECURE Act made 401(k) changes that affect millions of workers.