When I speak with my clients about preparing for retirement, of course, the conversation involves finances. However, I have found that preparing for retirement goes far beyond planning your finances (although that is a key component!). Sitting down with new clients some of the questions I ask are: • What are you planning on […]
What is 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.
One day Little Red Riding Hood was walking across town to her Grandma’s house. She was carrying her favorite basket which she always used when bringing things to Grandma’s, except today in the basket she would be carrying something very, very valuable and important—in the basket would be Grandma’s life savings. Grandma was retiring after […]
As a senior myself working primarily in the senior market, I am very much aware that the number one fear of most seniors is the fear of outliving their money. I have written articles previously about how I have been able to solve this concern for so many people and to help them secure peace […]
Longevity Risk, Investment Risk Withdrawal Options, IRS Life-Span, Assumed Growth, Payment Adjustments Control of Assets, Beneficiaries T.S.P Modernization Act of 2017 When you retire, there are some decisions to consider that will impact the financial quality of your future years. For Federal and USPS employees, nothing is more critical than managing your TSP funds properly. […]
Happy New Year. The time of year where we often reflect upon the previous year and take inventory of what we have accomplished and where we fell short. Many people (myself including) take the time to set goals for the upcoming year, but just saying what we want to happen isn’t enough. If you […]