Choosing a Retirement Community
Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling…
Sudden Wealth
What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans,…
What is the importance of a diversified portfolio in retirement?
It’s difficult enough to plan and save right for retirement, given today’s topsy-turvy financial markets. What’s more, it can be…
How Your Savings Account Can Become Your Retirement Redeemer
Many news stories and advisors lately seem to focus investment strategies as a surefire way for people to gain extra…
3 Steps to Prevent and Avoid Fights Over Estates
A death in the family is traumatic and stressful, and something which all affected must come to terms with in…
Realistic Retirement: Leveraging expectations with reality.
Our culture builds a certain degree of optimism around the concept of retirement—people “can’t wait to retire” and it’s a…
Fast Forward: How Retirement is Changing
Predicting the future is a rough sort of business to find yourself in, particularly with a world that’s begun changing…
Market Timing: Risk vs. Reward
For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…
Considerations when Choosing Your Executor
While no one would likely characterize drafting a will as an exciting task, it certainly is an essential one. After…
Building Your Nest Egg
There are many different approaches you may take for planning ahead for your retirement, and building your nest egg takes…
Borrowing From Your 401(k): A Financial Sin
When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you…
Optimizing Your Social Security Payout
In 2014, social security benefits made up 39% of the income of the elderly (on average), totaling nearly $863 billion**….