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.

Preparing For Retirement Beyond The Finances

February 24, 2018/in Retirement Planning/by Library of Financial Articles

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 […]

A Contemporary Twist On Little Red Riding Hood

February 14, 2018/in Retirement Planning/by Jim Junge

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 […]

Is There a Way to Protect Assets and Provide Quality Long Term Care for Someone Already Receiving Care?

January 12, 2018/in Annuities, Retirement Planning/by Robert Kelly

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 […]

Understanding Your T.S.P. Options and Decisions.

January 4, 2018/in Retirement Planning/by Jim Junge

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. TSP […]

New Year New Hopes

January 3, 2018/in Retirement Planning/by Library of Financial Articles

Happy New Year. The time of year when we often reflect upon the previous year and take inventory of what we have accomplished and where we fell short. Many people (myself included) take the time to set goals for the upcoming year, but just saying what we want to happen isn’t enough. If you want […]