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This Common Mistake Can Drastically Impact Your Retirement
March 8, 2017

Like a roller coaster, life is full of ups and downs. Unfortunately those “downs” tend to come just as you’ve gotten onto a good track toward a secure future. After you hit the peak of your career and you’re beginning to build up your retirement account, the kids go off…

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3 Debts to Address Before You Retire
February 13, 2017

What’s your retirement dream? For some, world travel is the goal. For others, hobbies and activities are a high priority. But we can probably all agree on one thing: Retiring without debt would feel great! Imagine how much fun you could have, if you aren’t burdened by bills. Unfortunately, about…

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What Your Future Self Wants You to Know
February 8, 2017

When you try to picture yourself in the distant future, what do you see? It probably feels hard to imagine, doesn’t it? Studies have demonstrated that when we think about our lives this way, we tend to view ourselves as strangers. It’s simply difficult to picture ourselves more than a…

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Should You Take That Lump-Sum Payment?
January 23, 2017

Planning for retirement is much more difficult for Baby Boomers than it was for previous generations, for many reasons. One of those complicating factors is the disappearance of company pension funds. Many companies are phasing them out these days, either by discontinuing them entirely or offering lump-sum payments in the…

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6 Ways to Hack Your Retirement Budget
January 15, 2017

Like most people, you probably have a good idea of how you want to live in retirement. But you might also worry about making the transition to a fixed income. It can be scary to take that leap of faith, but implementing these six steps in the years before your…

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How Much Can You Save in 2017?
January 11, 2017

At the turn of a new year, how are you feeling about your retirement savings? Whether or not you were able to stash the maximum allowable amounts in your retirement fund last year, 2017 brings a brand new opportunity. To best prepare for your eventual retirement, you should be trying…

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A Basic Guide to Caring for Your Aging Parents
December 23, 2016

If you’re caring for aging parents, you might find yourself in an interesting position. Your own kids might be in college, or starting their own careers and families. They still need you! Meanwhile, your parents need help with legal and financial issues, or even daily care such as bathing, dressing,…

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Charitable Donations Can Provide Valuable Tax Deductions
December 12, 2016

In addition to your holiday shopping and festivities, you might feel like contributing to a charity at this time of year. But because your charitable donations can help you earn a valuable tax deduction, it’s important to learn the rules regarding these tax incentives. Choose the right charities. You probably…

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Do You Need to Play Catch-Up on Your Retirement Savings?
December 5, 2016

According to a recent survey, only 24 percent of baby boomers felt confident that they would have enough money to last throughout retirement. An alarming number (45 percent) had no retirement savings at all, and 42 percent had saved less than $100,000. Whether you fall into the confident group, or…

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You Might Regret These Decisions in Retirement
November 21, 2016

The road to retirement can be winding, bumpy, and full of potholes. It can be difficult to know whether you’re ready to retire, or how to plan your distributions so that your money will last for the rest of your life. Obviously, working with a skilled financial advisor can help…

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