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Retirement

Taking Advantage of a Healthy Economy
September 27, 2017

Have you heard the terrific news? Despite all the terrible things the evening news likes to share with us, our economy is doing very well. In fact, we’re right in the middle of the third longest market expansion in history! And, if it lasts another two years, it will be…

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Investigate These Factors Before Leaping Into Retirement
September 11, 2017

Years ago, you established a long-term savings plan for retirement, and set a prospective date to transition into your new life. But maybe you’ve enjoyed quite a bit of career success or good luck in the meantime, and you’re considering an earlier retirement. Before taking that leap, make sure to…

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Take a Closer Look at Your Paycheck
August 21, 2017

About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s more to learn about your paycheck than you…

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Tax Treatment of Annuities
August 13, 2017

Throughout your retirement planning process, you will probably start to talk to friends or relatives who have already experienced this major life change. It’s a good idea to get input from those with experience. But you’ll probably notice something interesting: Each of these people accomplished (or didn’t accomplish, as the…

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Another Way to Protect Your Family
August 7, 2017

Financial security means safety for your loved ones. That’s one of the reasons most people investigate their life insurance options and draft a Last Will and Testament. You want to ensure that your property is passed on to the right people, in the event that something happens to you. However,…

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5 Things to Know About Your 401(k)
July 23, 2017

If you’re currently utilizing a 401(k) fund through your company, you’re making a wise choice. A 401(k) is one of the best retirement planning tools out there. But like any tool, it’s much more helpful if you’re using it correctly. So keep these five rules in mind as you continue…

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Avoid This Costly Financial Mistake
July 17, 2017

As you reach the home stretch of retirement planning, perhaps in your fifties or early sixties, you will probably feel some relief in knowing that you’re almost to your goal. And then, you face yet another obstacle: Your kids are ready for college or graduate school, and the tuition bill…

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One Easy Change Leads to Big Results
July 9, 2017

What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream is probably something fairly simple. It’s not glamorous…

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An Important Question to Ask About Retirement
July 3, 2017

As you plan for retirement, you will probably ask yourself a question that we hear all the time: “How much money do I need to save?” That’s certainly an important consideration, and setting a savings goal is obviously a large part of retirement planning. But there’s another way to approach…

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One Simple Way to Create a More Secure Future
June 26, 2017

If you’re following our blogs, you’ve learned a lot about saving for your future. For example, you know that gradually increasing your retirement plan contributions each year is a wise move, and you also know that maxing out your contributions helps you to enjoy the full tax advantages available to…

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