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Blog

April 13, 2017

Are You Prepared for Your Spouse’s Death?

Financial planning is often used to develop a strategy to achieve one’s biggest financial goals and dreams. Unfortunately, financial planning often also involves needs and objectives that may not be…

April 6, 2017

Are You a Comprehensive Planner?

The study found that only 19 percent of Americans fall into the category of comprehensive planners. The remaining 81 percent either only plan for specific, limited financial goals or do…

March 28, 2017

Your Spending Could Actually Increase in Retirement

Very often, a retirement plan is only as good as the assumptions in the plan. You’ve likely made assumptions about your retirement income, your life expectancy, and maybe even your…

March 21, 2017

Should You File for Social Security as Soon as You’re Eligible?

The dilemma of when to file for Social Security retirement benefits can be challenging for many retirees. It’s often tempting to file as soon as you’re eligible at age 62….

March 14, 2017

Is It Ever a Good Idea to Take a Loan From Your 401(k)?

Your employer 401(k) plan is likely one of your most important retirement assets. A 401(k) offers the combined power automatic pre-tax contributions, matching employer contributions, and tax-deferred growth. While a…

March 7, 2017

How To Eliminate the Stress this Tax Season

Tax season is almost here, and if you’re like most Americans, you may be feeling the pressure to get your return filed. Filing taxes can be time-consuming, complicated, and stressful….

February 28, 2017

Retirement Planning Tips for the Homestretch of Your Career

Retirement is right in your sights, and you’re getting ready for your golden years. The final years before retirement can be exciting and full of anticipation. They can also be…

February 21, 2017

How to Protect Your Beneficiaries From a Tax Surprise

Qualified plans such as 401(k)s and IRAs can be useful tools that help you save for retirement. They offer tax-deferred growth, which means you don’t have to pay taxes on…

February 14, 2017

How to Keep Saving for Retirement During a Career Transition

Are you tired of your current job and thinking about a switch? Maybe you’re already in the process of sending out resumes and interviewing. Or you might have already accepted…

February 7, 2017

3 Common Surprises for Recent Retirees

Retirement is when you get to do the things you’ve always wanted to do. This could mean spending time with friends and family, pursuing new passions or simply relaxing and…