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Can I really live off of my retirement fund for the rest of my life? What if I run out of money? What if I live much longer than I expected? Can I live on Social Security alone? Will I become a burden on my family? These are some of…
If you selected your life insurance policy years ago, you most likely followed the typical protocol for choosing a policy: You estimated your family’s financial needs in the event of your death, you compared costs and benefits of different policies, and then you selected a life insurance plan that offered…
When you were younger, you saw decades of work ahead of you. You knew that if you made any financial mistakes, you could hopefully make up for them over time. But once you enter retirement, the game has changed. You probably don’t want to be forced back to work, or…
Did you decide upon a plan for retirement years ago? Have you thought about it since then? If not, it’s a common mistake. Many people assume that their retirement plan is set in stone, and they don’t need to revisit their decisions. Unfortunately, the horizon of retirement is changing all…
“When will I retire?” That’s one of the most common questions we hear from our clients? Of course, what people are asking is when they will be able to retire. The answer to that question is different for everyone, of course, but taking the following steps can help you get…
The beginning of a new year is a great time to reflect on your long-term goals. Are you on track toward building a comfortable nest egg for retirement? If you’ve realized that you need to make some adjustments to your savings plan, good for you! Seeing the need for a…
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…
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…
If you’re retired and drawing Social Security benefits, you might have felt disappointed to learn that you won’t be receiving a cost of living adjustment (COLA) for 2016. Or, if you’re still preparing for retirement, you might wonder what this news means for you. Read on for answers to some…
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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