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.
Use the Grant Process to Help Your Small Business For many enterprising individuals thinking of starting a small business, but lacking the financial support, small business grants look, at first glance, as an attractive option. After all, it is free money, and numerous granting authorities want small businesses to apply and make use of the […]
Make Sure Your Money Doesn’t Die Before You Do! You don’t know how long you’ll need your retirement money to last or how much your investments will earn. Ideally, you’d like to be able to live off your investment earnings, so you’d better have plenty of savings. Most planners recommend that you expect to live […]
What was meant as the savior of the uninsured and those who cannot afford health insurance, ACA, is in trouble. The trouble is not finding folks who need and want the insurance, it is finding health care providers who will accept the insurance for medical services. A good friend of mine was in need of […]
The IRS Wants Control Over Your IRA Location The IRS wants as much control over your IRA as possible: New rules tighten the grip. In the past, if you were the owner of an IRA, you were free to move your funds as much as you wished. As an example, if one bank had a […]
Should auld acquaintances be forgot, And never brought to mind? And never brought to mind, as some stock and bond market investors would prefer? Certain trends that began last year will likely carry over into 2019. These were four horsemen that made their acquaintance last year (listed in chronological order): 1. April 24, 2018: the […]
Can Private Pensions Be The Answer to Failing Corporate Pensions? David March had worked for a trucking company in Ohio for 33 years. He and his wife Sarah had saved and planned for their retirement, being a member of the blue color labor force has meant Dave and Sarah were planning on his company retirement […]
As time goes by it is your personal perspective that matters Finding stunt people over the age of 55 is rare. Jackie Chan, who holds the Guinness record for most stunts by a living actor, turns 65 next year and amazingly still does some of his own stunts. But Jackie is the exception, rather than […]
The market is overvalued, a correction is overdue, we need a crystal ball. I’m not. Heck, I’ve said it hundreds of times already on my radio show, in my blogs, and in my posts. I’ve said it hundreds of times when I met with prospective clients. “I don’t have a crystal ball, BUT…..”. Fill in […]
2018. Are we looking at a Lost Year? 2018 was indeed a roller coaster year, and it appears that after all of the ups and downs, we will have ‘given back’ all of the gains from the start of the year and throughout the year. If you are near or already in retirement, 2018 could […]
For years, an income gender gap has existed between males and females. Despite enormous efforts and great successes, the income gap is causing retirement planning for women to be a hardship. Here are facts that are a source of concern. • Approximately 2 out of 5 working women earn less than $30,000 per year. • […]
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