Income Planning for Retirement
As you get closer to retirement, thoughts of how you will spend your time often turn into dreams for retirement living. That is why income planning for retirement is so…
Long-Term Care Planning
https://www.youtube.com/watch?v=mvoE1HL85gI What Is Long-Term Care? Long-term care used to involve moving to a nursing home, but nowadays, long-term care comes in many forms. Today there are all sorts of long-term…
Maximizing Social Security Benefits
https://www.youtube.com/watch?v=dvtVoqfHsvM Once you start nearing retirement age, naturally, you will begin to start thinking about Social Security. For many people, Social Security represents a big chunk of their income in…
What is Your Magic Number for Retirement
https://www.youtube.com/watch?v=v-Skn-2iti0 If you’re like most people, you plan to retire at some point, whether that’s 5 years from now or 40 years from now. Unfortunately, the average investor dreams of…
Getting a Second Opinion …on your Retirement Account?
You get second opinions on a car repair or a surgical procedure, but did you know that a second opinion for your investment portfolio is an option? With the volatility…
Leaving a Legacy with Estate Planning
While it is certainly not enjoyable part of personal finance to discuss, estate planning is incredibly important. After all, most of us want to make sure our loved ones are taken…
401k Mistakes to Avoid
The 401k is an incredible investment vehicle to help you build your retirement funds over time, however, most people don’t take full advantage of all of the benefits their 401k…
Pension Distribution Options to Consider
Should You Take a Lump Sum or Monthly Payments for Your Pension? As many Baby Boomers reach retirement age, they are faced with the dilemma of whether to take their…
401k Mistakes to Avoid in Your Retirement Plan
401k Mistakes to Avoid The 401k is an incredible investment vehicle to help you build your retirement funds over time, however, most people don’t take full advantage of all of…