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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…
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…
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…
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…
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…
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…
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…
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…
Does it seem like having a bank account is costing you more and more money? If so, you’re in good company: According to a survey by WalletHub, the average bank account carries 25 different fees, and the average consumer pays 470 dollars in bank fees each year! Common fees include…
During the summer, we all tend to relax a bit. Dress codes become a little looser, days are longer and less organized, and many of us spend a fair amount of time relaxing on vacation. But sometimes we can become a little too relaxed – with our finances, in particular!…
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