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.

January 7, 2020

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The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers’ pockets, there is no. . .

December 19, 2019

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“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .

November 12, 2019

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Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These. . .

October 14, 2019

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What is a “Black Swan” event and how could it affect your retirement plans? “Go ask your portfolio manager for his definition of “risk,” and the odds are that he. . .

October 8, 2019

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A recent report from the American College illustrates the lack of information and knowledge most Americans have when it comes to their financial lives. This can become a significant problem. . .

September 30, 2019

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Let me share something with you that’s been bothering me for many years. I’ve been working in the financial services and insurance industry for 50 years, but this experience I. . .

September 26, 2019

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In 1994, William Bengen published an article in the Journal of Financial Planning. He aimed to present his research from the Monte-Carlo Simulations he created and what an acceptable withdraw. . .

September 24, 2019

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When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost of living adjustment” (COLA) to retirement payments, many considered inflation was under control. The. . .

September 24, 2019

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As the man arose, he walked into the kitchen, and as per his usual routine, he glanced at the clock, it was 2:40 AM, earlier than normal by about 3. . .

September 10, 2019

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There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable way of determining how to plan one’s retirement. This theory, which formed the. . .

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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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