For many people retirement is a time where people can finally relax and live the life they dreamed about. About 1 million people move every year following their retirement. You now have a lifetime full of… Read More
What Do The Sun, The News & Retirement Planning Have In Common? – Finger Financial Five #5
“Worry is like a rocking chair. There is a lot of movement, but you don’t go anywhere.” -anonymous “We have no idea what the future might bring, and even if we did, we would not… Read More
Income Planning in Retirement
We hear a lot in the financial new media about the need to do extensive planning for retirement. Much of this often centers around the need to save and invest wisely to accumulate enough for… Read More
When Are You Required To Take Money From Your IRA & How Is It Calculated?
What are the required minimum distributions and how are they determined? Beginning at age 72, You must begin to withdraw money from your retirement accounts every year. The amount is determined based on your life… Read More
What Is The Number One Silent Killer In Retirement Plans? RETIREMENT
The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is inflation. The minimum return on any retirement investment must be at least equal to inflation. Here’s why…. Read More
Do You Really Need to Beat The Market To Get Retired & Stay Retired?
APRIL 9, 2020 Webinar: Markets, CARE ACT, RETIREMENT planning, and investing update. What you can do RIGHT NOW. Social Distancing approved!
Click here to watch this webinar »
9 Ways to Save for Your Retirement If Your Company Doesn’t Offer a 401(k)
A 401(k) is one of the best ways to save for a secure retirement, but if you work for yourself or a small enterprise, this added perk may not be available to you. However, that… Read More
Dreaming of a Cruise Ship Retirement? 5 Tips to Prep for Your Voyage Abroad
You work hard your entire life so that you can enjoy your retirement and finally have the time to spend on activities you enjoy, whether that be traveling, relaxing, spending time with grandchildren and family,… Read More
What to Do With Your Old 401(k) When You Switch Jobs
Whether you’re making a career change or just got laid off, your 401(k) may be at the bottom of your to-do list. However, moving your 401(k) is an incredibly important step that must be well-thought-out…. Read More