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Retirement Planning Insights

Explore retirement planning insights from Hoxton Planning & Management, including articles on taxes, estate planning, retirement income, and advisor questions. Browse the library below to find educational perspectives that can help you think through your next planning conversation.

Financial advisor meeting with a federal employee couple planning retirement

A Guide to Federal Employee Retirement Benefits

Schedule a consultation to maximize your federal employee retirement benefits. Understand FERS, CSRS, the TSP, and survivor options before you retire.
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A financial advisor helping a retired couple review a retirement income plan in a bright office

Best Investments for Retirees: An Income Portfolio

Schedule a free consultation today. Learn how the best investments for retirees build reliable income while managing risk and sequence-of-returns risk.
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A retired couple meeting with their financial advisor to review their retirement plan in a bright office

Inflation Proofing Your Retirement: Protect Your Income

Ready to protect your retirement from rising costs? Contact us to learn how inflation proofing your retirement protects your purchasing power and income.
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Financial advisor discussing retirement savings with a married couple

Spousal IRA Rules: Contribution Strategies for Couples

Schedule a consultation to review 2026 spousal IRA rules, contribution limits, and tax strategies that help a non-working spouse build retirement savings.
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Financial advisor speaking with a middle-aged couple in a bright modern office about a gradual retirement transition

Phased Retirement: How to Transition Gradually

Call Hoxton Planning & Management LLC to plan your phased retirement. Learn how reducing hours can coordinate income, Social Security, and benefits.
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Financial advisor meeting with a client in a warm, professional office setting to discuss retirement planning

Financial Planning for Single Retirees: A Complete Guide

Schedule a consultation to learn how financial planning for single retirees can help you build a secure, independent retirement. Call Hoxton Planning &...
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Older couple meeting with a financial advisor to review retirement planning documents

Long-Term Care Insurance Guide for Retirement Planning

Schedule a consultation to explore your long-term care options. This long-term care insurance guide covers costs, policy types, and retirement strategies.
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Senior couple meeting with a financial advisor to review Medicare and retirement documents

Medicare Enrollment Retirement Planning Guide for Seniors

Turning 65 can make an otherwise orderly retirement plan feel surprisingly time-sensitive. Health coverage, employment plans, income needs, and the date you leave work may all affect what you need
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Senior couple meeting with a financial advisor to review Medicare and retirement documents

Medicare Enrollment Retirement Planning Guide for Seniors

Schedule a free consultation. Learn how Medicare enrollment retirement planning affects your 65th birthday timeline, penalties, and retirement budget in...
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Financial advisor meeting with a multi-generational family in a warm West Virginia office, discussing education planning

Education Funding Strategies West Virginia: Beyond 529 Plans

Schedule a free consultation to explore education funding strategies West Virginia families use, including Coverdell ESAs and employer tuition assistance.
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Small business owner discussing financial planning with an advisor in a warm office setting

Tax Planning for Small Business Owners West Virginia Guide

Call Hoxton Planning & Management. Tax planning for small business owners West Virginia helps you choose the right entity, maximize deductions, and plan...
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Retired couple reviewing insurance documents on a tablet while sitting on a porch overlooking West Virginia mountains

Insurance Planning for Retirement West Virginia Guide

Schedule a free consultation today for insurance planning for retirement West Virginia coverage, including Medicare, long-term care, and life insurance.
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