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Tuesday, April 25, 2017

Are you behind on your retirement savings? You’re not alone. Millions of Americans are off track when it comes to hitting their savings goals. If you are approaching retirement and are behind in your savings efforts, you have a...

 

Monday, April 10, 2017

Retirement should be a celebratory occasion. After you’ve spent decades working, saving money, raising a family and more, retirement is finally your time to take control of your schedule and focus your energy on the things that...

 

Thursday, March 23, 2017

It’s a common assumption among many workers, retirees and even financial professionals that spending goes down after you retire. In fact, many retirement plans are built on the assumption that retirement spending will be a...

 

Friday, March 10, 2017

One of the most critical factors in a successful retirement is minimizing spending. There are many ways to accomplish this. For instance, you could limit discretionary spending on things like vacations, hobbies, dining out and shopping...

 

Tuesday, February 21, 2017

Are you starting to think about your legacy and how it might be passed on to your loved ones? While it may not be pleasant to think about your own death, it’s an important process, especially if you’ve accumulated a...

 

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Friday, February 10, 2017

Could a job change be in your future? If so, this is likely a busy time. You may be sending out resumes and going on interviews, or perhaps you’re in the final stages of the interview process with a new employer. Maybe...

 

Wednesday, January 25, 2017

Paying taxes can be one of the biggest expenses you’ll face in retirement. Unfortunately, you don’t get to stop paying them just because you’re no longer working. High tax costs have the potential to be particularly...

 

Tuesday, January 10, 2017

Concerned that you’re not on track to reach your retirement goals? You’re not alone. According to a Gallup poll in 2016, 64 percent of Americans are concerned about their ability to afford retirement.1 It’s easy to...

 

Wednesday, December 21, 2016

Are you one of the 64 percent of Americans concerned about not having enough money in retirement? According to Gallup’s 2016 survey of Americans’ financial concerns, retirement topped the list, edging out worries about...

 

Friday, December 9, 2016

According to analysis from Accenture, the American population has recently entered a period informally called “the great wealth transfer.” It involves the passing of the baby-boom generation and the assets they will leave...

 

Monday, November 21, 2016

If you own your own business, retirement planning may not be an important point of focus. After all, you have a business to run. You probably wear many different hats, and the very success of the business may depend on your performance...

 

Thursday, November 10, 2016

Are you one of the 64 percent of Americans concerned about not having enough money in retirement? According to Gallup’s latest annual survey on financial worries, retirement is the country’s top financial concern. In fact,...

 

Tuesday, October 25, 2016

Is retirement approaching quickly? If so, you likely have a number of big decisions in front of you. You’ll need to decide how your investments should be allocated so you can avoid risk and take advantage of growth opportunities....

 

Monday, October 10, 2016

It’s that time again. No, we’re not talking about football season. Rather, it’s almost Medicare open enrollment season. Open enrollment begins on Oct. 15 and runs through Dec. 7.1 This is your only time in 2016 to...

 

Monday, September 26, 2016

It’s always exciting when you’re changing jobs. It can also be a very busy time. You may have to deal with logistical issues, like changing your commute or even relocating to a new city. You likely have to change your...

 

Monday, September 12, 2016

For most workers, retirement is the ultimate goal. It’s your time to live life as you want, free from a work schedule and career obligations. You can wake up every morning and set your schedule. Or you can simply relax and enjoy...

 

Sunday, October 4, 2015

A large number of retirees in this country begin their long-awaited golden years with a firm slap in the face from a very unexpected source: Uncle Sam! Very often, the difference between a comfortable retirement and that constant...

 

Sunday, September 27, 2015

This is one of the main questions I hear from my clients. Sometimes the question comes in different forms like, should I get a 15 year mortgage instead of a 30 year, should I send extra principal payments each month to pay off my house...

 

Sunday, September 20, 2015

You'll only need 70% to 80% of your pre-retirement income. Although most of your work related costs go away when you retire, most people find other expenses take their place. Costs such as healthcare, increased travel and leisure, etc....