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.

If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees. . .

September 11, 2020

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According to a recent Harris Survey, people who take a lump sum from their employer-sponsored retirement plan are depleting those funds fast. 1 in 5 retirees has exhausted it completely.. . .

September 8, 2020

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Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, and so is the financial impact as millions of Americans. . .

Sparked by the current pandemic, sales of a relatively new type of annuity have seen a 38% increase over the last year, according to estimates by the Secure Retirement Institute.. . .

August 26, 2020

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Choosing a member of your financial team is a task that you should never undertake lightly. After all, you will be sharing an intimate part of your life with someone. . .

August 24, 2020

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While no single financial product can meet the financial needs of every retiree, annuity products have evolved to earn a respectable place in many retirees’ portfolios.– Randy Hux One of. . .

August 3, 2020

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“Even before the COVID-19 financial crisis, the nation was facing a retirement saving crisis, with women already at a significant disadvantage,”- Tyler Bond, National Institute on Retirement Security. Women, especially. . .

Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system.. . .

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even. . .

July 20, 2020

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“Evaluate your options, understand your choices, and be flexible.”– Bill Broich One of the most significant pieces of financial legislation enacted in the last 50 years was The Employee Retirement. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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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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