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Financial Milestones You Should Reach in Your 60s
January 17, 2016

Once you reach your 60s, your nest egg is hopefully the largest it has ever been. Does this mean you’ve won the “race” and there are no more financial milestones to reach? Actually, no. While the bulk of your financial endeavors are behind you, and it’s hopefully smooth sailing from…

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4 Ways to Accomplish Your Financial Goal for the Year
January 11, 2016

Did you make any New Year’s resolutions this year? If you’re like many people, you set a goal to save more for retirement in 2016. But deciding upon a goal and actually accomplishing it are two very different things! Take these steps to ensure that you will meet your savings…

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How to Manage Your Retirement Risks
December 21, 2015

The decision to retire, leave behind a steady paycheck, and live on a fixed income can be a scary one for many people. You might worry about your budget, or even about outliving your money. There are no guarantees about anything, but there are four risks that we all face…

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Are You Really Saving All That You Can?
November 21, 2015

One of the things financial advisors always tell their clients is, “Save all that you can for retirement!”. But what does that really mean? Does that mean you save whatever is left over at the end of the month, after you have spent money on everything your heart desired? Or…

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Congress Eliminates Popular Social Security Strategy
November 16, 2015

For many couples, retirement planning can seem like a maze of complicated decisions. Considering the complexities of the Social Security system, it is no surprise that most pre-retirees struggle with those decisions the most. Deciding when to claim your benefits is often the biggest decision you will make, and you…

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How Health Care Expenses Will Affect Your Retirement
November 8, 2015

As you prepare for retirement, many of your upcoming expenses will be fixed. You know how much is left on your mortgage, you have set a savings goal, and you want to pay off those credit cards. But one major expense will remain variable throughout your retirement years: Your health…

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How Stable is an Annuity?
November 2, 2015

As you plan for retirement, at some point someone will mention annuities to you. An annuity contract is often the ideal way to guarantee a stream of income in retirement, which will make the deal sound appealing to almost anyone. And yet, you will probably wonder whether annuities are really…

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Protect Your Capital with an Annuity
October 19, 2015

As you’re saving for retirement, any setback in the market might make you feel a little nervous. And big drops like the one we saw back in August can be downright scary to those who have invested a lot of capital into the stock market. If you’re feeling woozy from…

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5 Factors That Can Derail Your Retirement Plans
October 11, 2015

Most of us hope to retire by age 65, and might believe ourselves to be on the right track. Hopefully, you will reach your retirement goals without a problem. But for some of us, the following five factors can significantly derail our plans, if we don’t expect and prepare for…

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5 Ways to Leave a Legacy to Your Heirs
October 4, 2015

One of your primary estate planning goals may be your wish to leave assets to your heirs. You want to ensure that your loved ones are financially secure after your passing. There are many ways to accomplish this goal, but annuities are quickly growing in popularity due to their diversity…

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