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Avoid This Common Retirement Mistake
December 27, 2015

You’ve worked hard to save for retirement, and you’ve accumulated a tidy nest egg. But now you’re facing a financial situation, and you’re tempted to borrow from your 401(k) fund. There might even be people trying to convince you that this is a good idea. In most cases, borrowing from…

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Have You Heard These Social Security Myths?
December 14, 2015

As you plan for retirement, you will face a number of big decisions. But none are so complex as the ones surrounding your Social Security benefits. The number of rules, regulations, and loopholes surrounding Social Security is confusing enough, but then you also have to deal with persistent rumors and…

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Finish Making Charitable Tax Deductions Now
December 7, 2015

This is the season for giving, and it just so happens that it’s also the end of the calendar year. That means you need to get your charitable donations out of the way now, so that you can claim them on your taxes in the spring. It’s a busy time…

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Retirees Will Enjoy Greater Senior Living Opportunities
October 26, 2015

When your grandparents or parents planned for retirement, they counted upon living another ten years or so. Life expectancy was shorter for previous generations, and they planned their finances accordingly. Generally speaking, these retirees also anticipated that they might need to move to a nursing home at some point. But…

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Tap Into Your Own Psychology and Improve Financial Health
April 13, 2015

Those of us in the field of finance often find ourselves telling people what to do, rather than how to do it. We might tell you to save a certain amount of money, or to pay down debts using a certain formula. Concrete, clear instructions work for some people, but…

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How Much Should I Save for Retirement?
April 6, 2015

One of the most common questions we hear in the retirement income planning world is, How much should I save for retirement? Unfortunately, there is no single answer to this question that will work for everyone. Depending upon your life expectancy, your expected lifestyle in retirement, and the amount of…

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