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Retirement

How to Maximize Your Social Security Benefits
March 11, 2019

Most of us anticipate that our retirement incomes will be derived from several sources, such as withdrawals from a retirement account, a pension or annuity, and of course, Social Security. Part of the retirement planning process involves maximizing each of those sources, so that you can build the most retirement…

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Rolling Over Your 401(k) to an IRA
March 4, 2019

At some point during your career, you might find yourself deciding what to do with an “old” 401(k). This typically refers to a 401(k) fund to which you can no longer contribute (such as in the case of changing employers or being laid off by an employer). The money is…

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What to Do if You Don’t Have a 401(k)
February 6, 2019

Planning for retirement can be confusing for all of us. But if you’re one of the 38 million private-sector workers who don’t have access to an employer-provided 401(k), you’re probably feeling left out of the conversation entirely. We hear you! If you’re wondering how to save for retirement in this…

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Rising Medicare Premiums Make an Important Point About Retirement Planning
January 2, 2019

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those who didn’t hear the news, let’s review the…

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3 End of Year Steps to Take Right Now
December 10, 2018

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the most of 2018 and get 2019 started on…

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Good News: You Can Save More for Retirement Next Year
December 3, 2018

Throughout the years, your exact plans for retirement might change in small ways or even significantly. But one thing we know for sure is that you really can’t save too much for retirement. Luckily, in 2019, the contribution limits for qualified retirement plans will increase a bit, helping you to…

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Could a Phased Retirement Be Right for You?
November 7, 2018

When we think about retirement, we often picture ourselves setting a target date and then taking the leap into a new life. However, recent trends show us that there might be another way to retire, and this path can carry some distinct benefits for some of us. In 2017, a…

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Watch Out for This Common Social Security Scam
October 8, 2018

The phone rings, and you answer it. It’s a representative from Social Security, calling to inform you of possible illegal activity originating from your file. Due to these suspicions, the Administration is suspending your payments, or freezing your bank account. They direct you to call another number to provide information…

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How Can Annuity Living Benefits Help You?
October 3, 2018

Annuities have regained their popularity in recent years, due to their flexibility in providing retirement income. But, also due to that flexibility, there are hundreds of different types of annuities available to you! How do you know you’re choosing a contract that truly suits your needs? First, it’s important to…

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What it Really Takes to Retire Early
September 10, 2018

You might have heard the recent buzz about the FIRE (Financial Independence, Retire Early) movement. These are young to middle-aged people who have dedicated themselves to an early retirement, or are in the planning stages to do so. But what does it really take to retire in your forties or…

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