Nicholas Bunio, CFP

Nicholas Bunio, CFP, retirement-planning specialist with Retirement Wealth Advisors, a fee-only investment-management and financial-planning firm, Berwyn, Pennsylvania. He specializes in retirement planning for doctors, teachers, nurses, and federal employees.  RetirementWealth.com/nicholas-bunio/

Preretirement Caution: Taking Early 401(k) Withdrawals
Retirement Planning

Preretirement Caution: Taking Early 401(k) Withdrawals

Nicholas Bunio, CFP | April 2, 2025

Withdrawing money from your 401(k) before age 59½ can leave you with a big bill for penalties and taxes if…

Rule of 55: What You Should Know for Early Retirement
Retirement Planning

Rule of 55: What You Should Know for Early Retirement

Nicholas Bunio, CFP | February 18, 2025

People who are looking for information on how to retire early often perk up when they hear about the “Rule…

Solo 401(k) vs SEP IRA: Which Is Better for You?
Retirement Planning

Solo 401(k) vs SEP IRA: Which Is Better for You?

Nicholas Bunio, CFP | December 16, 2024

Either a solo 401(k) or a SEP IRA can be a compelling retirement-savings vehicle for self-employed people and small business…

Ways to Keep Your Cash Safe
Personal Finances

Ways to Keep Your Cash Safe

Nicholas Bunio, CFP | June 4, 2023

The shocking failures of regional banks such as Silicon Valley Bank and First Republic this past spring may have brought…