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Retirement

4 Ways an Annuity Can Help You with Estate Planning
August 15, 2016

You probably dream of leaving a legacy to your children and grandchildren, but unfortunately, it’s not so simple as just writing them a check. If you want to leave money to your heirs, you could face various challenges in the form of taxes and other complications. That’s why many aging…

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Will Social Security Issue a COLA Next Year?
August 1, 2016

Each fall, those drawing Social Security benefits look forward to the annual announcement regarding the cost of living adjustment (COLA). With COLA taking effect the following January, seniors living on a fixed income hope for a benefits increase of a few percent each year. This slight increase in checks helps…

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Common Social Security Myths
July 25, 2016

As you would expect with any large government program, the Social Security program has so many complicated rules and procedures that they wouldn’t fit in a Manhattan phone book! You can hardly be expected to become familiar with all of them, so it’s no wonder that the general public believes…

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Avoid This Unpleasant Tax Surprise in Retirement
July 18, 2016

If you’ve heard anything about retirement planning, it’s probably the common mantra to save as much as you can. In fact, setting aside as much tax-deferred funds as possible makes sense for your current financial situation as well, because you’re lowering your tax liability while also preparing for the future….

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The Top Three Life Insurance Mistakes
July 4, 2016

You know that selecting a good life insurance policy is one of the best ways to protect your family, in the event that something ever happens to you. But making one of these common mistakes can erode the value of your life insurance plan, meaning your family might not be…

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Couples Can Reap More from Social Security
June 27, 2016

Last fall, Congress closed a loophole in Social Security rules that allowed couples to “file and suspend” benefits, a strategy that helped many couples earn larger monthly checks from the program. Many married couples who were planning on utilizing this strategy were forced to scramble and reevaluate their retirement income…

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5 Signs of a Good 401(k) Plan
June 19, 2016

Many companies now offer a 401(k) retirement plan as a valuable incentive to recruit and retain the best talent. But since 401(k) plans are not all created equal, you might wonder whether your company is really all that competitive, or whether you need to take a more diligent approach to…

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Retirement Planning Mistakes You Might be Making, Part Two
June 13, 2016

In our last blog, we discussed a few common retirement planning mistakes. The most obvious one, of course, is not saving enough for retirement. But since there are plenty of other mistakes you might be making, we decided to turn the focus to those. This week we’ll review a few…

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Retirement Planning Mistakes You Might be Making, Part One
June 9, 2016

You already know that many American workers aren’t saving enough for retirement. According to recent studies, many Baby Boomers will be living off of a savings worth about $7,000 to $9,000 annually (in addition to Social Security). But aside from the obvious mistake of not saving enough money, many of…

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Ready to Retire? Ask Yourself These Four Questions
May 23, 2016

The decision to retire is one of the more important moments of your life. If you set a savings goal years ago, you might assume that you’re ready to retire once you’ve met that goal. But because retirement readiness depends on much more than one number, you should still take…

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