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.

July 7, 2021

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The Treasury has reiterated the need for “longevity income” for plan participants and outsourcing the responsibility to insurance companies seems like a good fit. Many companies build their portfolio around. . .
July 6, 2021

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As an advisor, I meet with single women quite often.  Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .

July 6, 2021

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Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained. . .

July 4, 2021

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“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw. . .

July 2, 2021

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According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this. . .

July 1, 2021

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This is the most critical part of retirement. It is not necessarily the amount of money you have; it is the amount of income you can get off of it. . .

July 1, 2021

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Greed and fear are human emotions, and with them can come human mistakes. Fear: an unpleasant emotion caused by the belief that there is a threat that could harm you.. . .

June 30, 2021

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I  remember when our church in Emmett, Idaho, finally was able to retire the mortgage. Our parish had a pot luck dinner; several parish members spoke, including my mother, and. . .

June 29, 2021

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There comes a time in the natural evolution of life that makes sense to look for outside help when caring for your parents. Dad was still vital and mostly self-sufficient,. . .

“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .

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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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