Retirement Planning

Retirement planning is figuring out how much money you will need to have saved up when you retire so that you can live comfortably. It involves estimating how long you will live and how much money you will need each year to cover your expenses.

Learn more about retirement planning from our financial advisors below.

September 15, 2022

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When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in. . .

September 12, 2022

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“The best time to start planning your retirement is probably the day you get your first paycheck.” Jeff Kennedy If you’re like most people, planning retirement when you believe you. . .

September 11, 2022

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A new rule enacted by the Department of Labor governing financial advice provided by advisors has thrown the industry into a state of confusion and disarray.  The “Fiduciary Rule” went. . .

September 11, 2022

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Cash talks when it comes to paying for something like a new car. Cash can get you a better deal and eliminate interest payments. But more important than having money. . .

September 11, 2022

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Her jaw began to hurt three years after Sue retired, at first only when she awoke, then eventually constant. As she aged, a slight overbite had grown to a large. . .

September 8, 2022

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Inflation poses a severe threat to all Americans and can cause profound damage to your retirement savings. As of June, the inflation rate in the US was a whopping 9.1%,. . .

September 5, 2022

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“Most retiree accounts are woefully underfunded. Instead of withdrawing 4% to retire comfortably, you may have to reduce that to 3% or less.” Jeff Kennedy For various reasons, some people. . .

September 2, 2022

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Sustainable income, precisely what is it? How could income be sustainable?  What happens when interest rates drop, or you live too long? How can it sustain itself? Those are good. . .

August 24, 2022

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For many, retirement seems like a far-off goal. But it’s never too early to start planning. A solid retirement plan involves knowing how much money you’ll need to support your. . .

August 24, 2022

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As the cost of living continues to rise, people are increasingly looking for ways to reduce their taxable income. According to a recent survey, nearly 60% of Americans say they. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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