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Retirement

Give Your Retirement Budget a Test Drive
September 3, 2018

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!…

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5 Great Reasons to Have an IRA
August 12, 2018

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….

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Managing Healthcare Expenses in Retirement
August 6, 2018

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…

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Balance Your Risk and (Potential) Reward
July 9, 2018

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,…

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Managing Income Taxes in Retirement
July 2, 2018

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…

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5 Tax Breaks That Help You Prepare for Retirement
June 10, 2018

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…

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The Surprising Reasons Many People Won’t Retire
June 4, 2018

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!…

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A Brief Guide to Life Insurance
May 14, 2018

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…

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Filing for Social Security is a Very Important Decision
May 7, 2018

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…

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What are the Benefits of an Annuity?
April 2, 2018

  We always say that there is no single retirement planning solution that works for everyone. Each client is unique, and their decisions regarding retirement will depend upon many different factors which vary from one person to the next. However, there are certainly things we must all consider when planning…

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