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.

February 8, 2019

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According to the Washington Post, the average 401k account has around 40% invested in company stock. While this may seem like a safe way to diversify your investments, and express. . .
November 7, 2023

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Have you ever been Whammied?  It is not fun especially when it is tripled!   For a decade my radio show has aired on multiple stations weekly. My shows air. . .

February 6, 2019

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Nothing is free when it comes to mutual funds   Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.”. . .

February 6, 2019

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Consider health planning when thinking about retirement planning   Health Planning For Retirement: Frequently Asked Questions You may think that retirement is a long way off, especially if you’ve recently. . .

February 6, 2019

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Customizing your retirement options might be a great idea   Coming at the rear end of a long list of requirements and necessities competing for attention, retirement plans for both. . .

February 6, 2019

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Does a simple 401(k) make sense for you? This lower-cost, easily administered plans may be appealing in a sluggish economy. What do you know about the SIMPLE 401(k)? Most business. . .

February 4, 2019

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Currently, there are well over 1,200,000 life insurance agents in the United States. How can you ever decide which one is best for you? Plus there’s all this “fiduciary” stuff. . .

February 4, 2019

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Paycheck to paycheck, what happens when your transmission fails? Concern by many employers that will need to increase their minimum hourly employee compensation is a significant concern. The federal government. . .

February 4, 2019

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Two things have happened that cause great concern for our future medical care. Both costs and health care are in peril. With the advent of the Affordable Care Act (ACA),. . .

February 4, 2019

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Is there any downside for gathering a second opinion?   To me, the answer would be to confirm that the first opinion is correct or that we have enough information. . .

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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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