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When we make major financial decisions, we tend to conduct a bit of research first. Car dealerships allow you to test drive their vehicles, you visit a home several times and thoroughly inspect it before buying, and so on. We usually don’t even purchase clothes without trying them on first!…
When you began planning for retirement, you might have opted into whatever plan you were offered at the time. Often this is an employer’s 401(k) fund, although other options are sometimes available. However, at some point, you might begin to wonder if there are other ways to prepare for retirement….
If you’ve watched the news at all in the past few years, you probably know that the cost of healthcare continues to outpace inflation. Whether or not you’ve noticed much difference in your medical spending now, it would be wise to anticipate higher expenditures once you reach retirement. Once we…
As we all know, any form of investing will carry some risk. Securities in the US are said to be some of the safer investments available, but “safer” does not equal “completely safe”. There is no such thing as a 100 percent risk-free investment, so as you manage your assets,…
When you retire, many aspects of your life will change. But as the saying goes, nothing is certain except death and taxes… So for most of us, taxes will always be a part of life, no matter what we do. However, that doesn’t mean you must resign yourself to a…
Retirement planning isn’t the easiest thing for most people, so it’s no surprise that we begin to worry after age 50 or so. You might fear that you aren’t saving enough, or that your budget won’t be reasonable once you reach retirement. Those are legitimate concerns (and we can help…
Most of us hope to retire someday, and for many that step will be more of a necessity. So you might be surprised to learn that 42 percent of all American workers will retire without any savings. Obviously, we hope that you are not a part of that 42 percent!…
These days, most people understand the importance of life insurance. Even if you’re unmarried and have zero dependents, you still need at least a basic policy to cover final expenses. Of course, most of us do get married and have children at some point, and at that point our life…
Social Security will comprise a significant part of most retirement plans. Most pre-retirees tend to focus on benefit amounts, as in how much can I expect to receive from Social Security? We know, of course, that this figure is determined by your work history and earnings. But it is also…
By now, you have probably heard the news that the Federal Reserve announced a rate hike in March. They made the decision to increase the benchmark rate by 25 basis points (or 1.5 to 1.75 percent), because, “the labor market has continued to strengthen and that economic activity has been…
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