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Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of these people accomplished (or didn’t accomplish, as the…
Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in the event that something happens to you. However,…
If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep these five rules in mind as you continue…
As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for college or graduate school, and the tuition bill…
What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream is probably something fairly simple. It’s not glamorous…
As you plan for retirement, you will probably ask yourself a question that we hear all the time: “How much money do I need to save?” That’s certainly an important consideration, and setting a savings goal is obviously a large part of retirement planning. But there’s another way to approach…
If you’re following our blogs, you’ve learned a lot about saving for your future. For example, you know that gradually increasing your retirement plan contributions each year is a wise move, and you also know that maxing out your contributions helps you to enjoy the full tax advantages available to…
You haven’t been living under a rock, so you’ve already learned that planning for retirement is one of the most important financial choices you will ever make. But, many people are still confused about their different options regarding retirement planning. You might know that an Individual Retirement Account (IRA) offers…
As we always remind our clients, Social Security was only meant to be a supplement to your retirement income. You can’t completely rely upon it to fund your retirement. Having said that, you do need to know what you can expect from the program, and of course you need to…
Once you enter your 50s, you might feel as though you’ve entered the home stretch of your career. Sure, you’re probably going to work another ten years or so, but often by this age the difficult career-building steps are behind you. You’ve gained experience in your field, you’re comfortable, and…
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