3 Trends to Keep an Eye On When Planning for Retirement

If you’re just trying to get through the present, you’re not alone. But, that doesn’t mean you can forget to look to the future and prepare for challenges you could face. There are indications that we could see higher taxes in the future, more market volatility, and continuing low interest rates. Here are three trends [...]

By |2020-09-14T14:02:07+00:00September 14th, 2020|Retirement Planning|0 Comments

4 Goals to Meet When Crossing the Retirement Finish Line

You have so much to celebrate and look forward to as you near and enter retirement: Retirement means the end of a long career, but the beginning of something new, and the “what” is up to you. The way you finish the race can impact the rest of your retirement, whether you’re approaching retirement or [...]

By |2020-08-24T13:18:27+00:00August 24th, 2020|Retirement Planning|0 Comments

Note These 3 Retirement Risks

Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. [...]

By |2020-08-17T02:10:09+00:00August 17th, 2020|Retirement Planning|0 Comments

Pension Or No Pension, Have a Plan for Creating Retirement Income

Here's proof that funding retirement has changed: In 1970, 45% of private-sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a way to make their savings last throughout retirement. If you are lucky enough to have [...]

By |2020-08-03T01:08:27+00:00August 3rd, 2020|Financial Planning, Retirement Planning|0 Comments

3 Things to Know About Your 401(k)

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such [...]

By |2020-07-26T20:09:28+00:00July 26th, 2020|Financial Planning, Retirement Planning|0 Comments

3 Things to Know If You Don’t Want to Leave Your Retirement Income to Chance

If you're nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and proper planning are much more important. It's the same with retirement. Deciding where your income will come from, working to help minimize your tax burden, [...]

By |2020-07-19T20:05:52+00:00July 19th, 2020|Financial Planning, Retirement Planning|0 Comments

Preparing for Retirement Is Like Planning Your Summer

Summer is here, and whether you’re going to relax, visit friends, or take a trip, it’s important to consider how you will spend your time. As a kid, you probably looked forward to summer vacations where you had a break from responsibilities and your time was your own. Retirement is similar, except that it lasts [...]

By |2020-07-10T20:47:22+00:00July 10th, 2020|Retirement Planning|0 Comments

The Pursuit of Freedom and Happiness in Retirement

Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more reason to celebrate. One of the best things about retirement is freedom – you can choose what to do with your time and where you’ll [...]

By |2020-07-03T15:56:57+00:00July 3rd, 2020|Lifestyle, Retirement Planning|0 Comments

3 Things to Know If You Plan on a Late Retirement

Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time before fully retiring, or maybe you're looking forward to a second career doing something you love. 86% of Americans in their 50’s say they’ll work [...]

By |2020-07-02T20:53:00+00:00June 29th, 2020|Retirement Planning|0 Comments

How The Coronavirus Shutdown Could Affect You in the Long-Term

Recent events have everyone wondering when a sense of normalcy will return. But the answer isn’t as simple as hoping for a date when stay-at-home orders will be lifted. No one knows if there is a long recession to come, or if the economy will bounce back in the near future. Although things may seem [...]