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When you first began saving for retirement using tax-deferred retirement plans, you should have been informed that you would be subject to a penalty for withdrawing any funds before age 59 ½. However, under the following circumstances you may be able to withdraw funds without paying a penalty: Death. Your…
Once the children have grown up and moved out, many couples find the “empty nest” years to be fun and fulfilling. Now that the kids are gone and paying their own bills, you may find that you have more money to spend on yourself. It’s a great time to…
Website We’ve spent the last 7 months revising the website, making it more user friendly and adding content that is useful for our clients and prospective clients. Over the weekend, it was turned on and is now live. There is a link at the bottom of the next column that…
Women often express concerns over having enough money for retirement, and it’s no wonder: One study found that the average retirement savings for women age 65 to 69 is 22 percent less than that of men of the same age. When you think about the fact that women tend to…
As we age, we tend to think all of our big milestones are behind us. You were able to drive at 16, you voted at age 18, and so on. Yet, when it comes to planning for retirement, there are several important birthdays you should anticipate. Several retirement programs and…
One huge misconception about planning for retirement is that you only need to answer one question: How much do I need to save? It’s a myth that there is some one-size-fits-all number out there, and all you have to do is discover this magical secret number. It’s true that the…
When you’re planning for retirement, accounting for the cost of healthcare becomes an important part of your overall equation. In fact, the burden of healthcare can be so great that retirement appears impossible to many people. According to a recent study by Fidelity, a couple retiring this year will…
You’ve spent years planning for retirement, with an end goal in mind. Maybe you plan to move to a sunny retirement community, or you can’t wait to spend more time with the grandchildren. Whatever your plans, it’s understandable that you’re anxious to get there. But before you retire, it’s important…
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