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Blog

December 16, 2016

Do You Have a Strategy to Fund Out-of-Pocket Health Care Costs in Retirement?

Some of the most common costs retirees have to plan for include, among other things, housing, food, debt and tax liability. These costs can vary from person to person, depending…

December 9, 2016

Debunking 2 Common Social Security Planning Myths

Retirement is right around the corner, and you’re in the final planning stages. Social Security probably plays heavily into your post-work plans. You wouldn’t be alone. In fact, almost 90…

November 29, 2016

Self-Employed? Check Out These 3 Retirement Planning Options

If you’re self-employed, you probably don’t have time to think about many things besides your business. After all, you wear a lot of hats. You’re the product designer, salesperson, marketer…

November 22, 2016

Is Your Retirement Protected Against a Natural Disaster?

Retirees face numerous financial risks, like excessive medical costs or outliving their savings. One risk that may be overlooked, however, is the threat of natural disaster. Obviously, natural disasters are…

November 15, 2016

Can You Really Count on Working Longer?

Nearing retirement age but feel like you’re not completely prepared? That’s the way most Americans feel based on a recent Gallup study. More than 60 percent of people in the…

November 8, 2016

3 Retirement Planning Issues for the Final Years of Your Career

If you’re in the last couple of years of your career, you may be starting to think about retirement. If so, you’re not alone. A Gallup study conducted in 2016…

October 27, 2016

Should You Always Max Out Your Retirement Contributions?

Commonly accepted financial wisdom is that you should always contribute as much money as possible to your retirement accounts, such as your 401(k) plan or your IRA. Is this really…

October 20, 2016

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…

October 13, 2016

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…

October 6, 2016

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…