Blog
Longevity: How to Plan for the Unpredictable
Planning can resolve many retirement concerns. With a detailed and focused plan, you can predict how much income you will need in retirement, how much you need to save every…
How to Make Working Later in Life Work for You
So you’re approaching retirement age and have come to the disappointing conclusion that the numbers don’t add up. You don’t have the savings for the financial stability you need to…
End of Life: The Other Estate Planning Component
You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your loved ones determine how you…
Why Are Women at Greater Risk of Poverty in Retirement?
According to data from the U.S. Census Bureau, 16 percent of women age 65 and older live in poverty, versus a 9 percent poverty rate for similarly aged male counterparts.1…
Should You Convert to a Roth Before You Retire?
Since its creation in 1974, the individual retirement account (IRA) has become one of the country’s most popular retirement savings vehicles.1 There are more than 25 million IRAs in the…
Is Your Boomerang Child Sinking Your Retirement Plans?
It’s a day every parent dreams about. Your child finishes their education, enters the working world and embarks on a life of independence. For many baby boomers, however, that day…
Do You Have All the Facts You Need for Medicare Enrollment?
There are two big milestones for any new retiree. One is filing for Social Security and finally collecting benefits from all of the contributions you’ve made to the system over…
The Kids Are Gone. Do You Still Need Life Insurance?
If you’re like most parents, your kids are a major part of your life. You’ve watched them grow up, helped them accomplish big things and raised them to be successful…
Rental Property: Is It a Good Funding Source for Your Retirement?
On paper, it seems like a great idea. You simply buy an apartment building or a duplex in a popular area of town and then rent out the units in…
Is It Always Wise to Delay Social Security?
As a retiree, one of the biggest decisions you’ll make is determining when to file for Social Security benefits. Why is it such an important decision? Because it’s permanent. Once…
