Plan Ahead
When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If
January 13, 2021
News & Updates
Improving Your Portfolio Return Without Increasing Risk
This week’s article tells us that retirement planning needs to change in this new year and that “it may be time to revisit traditional approaches to retirement planning. The pandemic
January 6, 2021
Start the new year off right
“Figuring out how much money you need to retire is like one of those word problems from high school that still haunts you.” This week’s article tells us that “The
December 30, 2020
Holidays and Financial Stress
Did you know that according to one 2019 survey roughly 48 million Americans were still paying off 2018’s holiday debt by the 2019 holiday season? Therefore, it shouldn’t be surprising
December 27, 2020
Healthy Mind and Healthy Body
This week’s article reminds us that notwithstanding the trials and tribulations of the pandemic, one thing COVID does to benefits us, is that it demands healthy aging. There have been
December 16, 2020
Marshmallows and Social Security
I thought you would enjoy this week’s article as it explains the old “marshmallow test” in answering the question of “should US retirees delay claiming Social Security until age 70,
December 10, 2020
Time to reflect
With one month to go until the new year, it might be a good time to reflect on the status of your retirement savings in order to better understand what
December 3, 2020
Insurance needs change when you retire
This week’s article reminds us that “Senior insurance needs are different. Time to drop the disability coverage and review your other plans.” The most obvious insurance retirees need to maintain
November 25, 2020
What matters is if you are concerned
This week’s article highlights a Harris Poll that showed “workers who have been laid off or had their hours reduced amid the pandemic are particularly concerned about their future.” “70%
November 18, 2020
No, the Tax Laws have Not Changed
We’ve been receiving calls from people thinking that somehow, with the election having just occurred, there are tax law changes that have already been enacted, or that 401(k) and IRA
November 12, 2020
Some Critical Moves
This week’s article points out that “Social Security payments are one of the biggest assets that most people have,” and “how you handle that income has an important impact on
August 13, 2020