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What to Do When Your Spouse Passes Away
May 22, 2017

When we say “til death do us part”, most of us aren’t really thinking about the marriage ending that way. We’re looking forward to decades of happiness together. But of course, the unfortunate reality is that very few married couples pass away at the same time. In all likelihood, one…

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4 Dangers of Accumulating Wealth
May 8, 2017

Generally, when we think about accumulating wealth, we view that as a good thing. Who doesn’t want a nice, comfortable nest egg? But as with all things in life, there is a downside to having a healthy bank balance. Yes, really! You can overestimate yourself. If you do manage to…

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3 Ways to Lower Next Year’s Tax Burden
May 1, 2017

Now that Tax Day has come and gone, most of us are breathing a sigh of relief. Filing your income taxes is never much fun, but at least it’s over – for now. Naturally, you’ll be picking up that pen and calculator, or signing into your online tax software, next…

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Another Creative Retirement Strategy for Married Couples
April 24, 2017

Are you on track to max out your retirement plan contributions this year? If so, that’s great news. You’re preparing for your future, while also earning a valuable tax deduction. You might feel satisfied knowing that you’re doing all you can to save for retirement, or you might be wondering…

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Consider this Factor Before Retiring Early
April 17, 2017

What’s the perfect time to retire? If you’re like a lot of people, you’re saying, Right now… I wish! Many of us dream about an early retirement, but most of the time we plan to stop working around age 65 or a bit later. Of course, whether we want to…

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A Different Retirement Planning Opportunity
April 10, 2017

When we consider our health insurance policies, we look at things like premiums and benefits. Most of us don’t consider how that policy could help us to retire more comfortably. However, that’s exactly what it could do, depending on your exact situation and how you leverage it. It’s possible to…

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What’s the Right Retirement Age For You?
April 2, 2017

Mapping out a route to retirement is a huge part of your long-term financial strategy. But every route has to lead somewhere. That’s why selecting a retirement date is almost as important as crafting your retirement strategy. Once you decide on the right time to retire, you will have a…

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How Inflation Will Affect Your Retirement
March 27, 2017

Retirement planning often focuses on a specific savings goal, and a target date for the beginning of your new life. But many people fail to think beyond that date. Once you’ve saved a comfortable nest egg, and you are finished with your career, what happens next? You begin taking distributions…

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Could You Save a Million Dollars for Retirement?
March 20, 2017

When you hear the phrase, “American Dream”, what do you picture? You might see a beautiful home, a white picket fence, a loving family and a fluffy dog. Or, your ideas might be more abstract: Concepts like freedom or financial independence might come to mind. Speaking of financial independence, many…

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Changing Jobs? What About Your Retirement Account?
March 13, 2017

You might have watched your parents or grandparents retire after a long career with a single company. But these days, it’s rare for workers to stay put for twenty, thirty, or more years. We tend to change jobs, seeking upward mobility in our careers, or because we want (or need)…

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