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.

December 15, 2018

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How safe is YOUR wallet? Are you protecting yourself from the banks’ “worst practices?” So widespread and commonplace is 21st-century banking fraud that recent money laundering allegations leveled against Danske. . .

November 19, 2018

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Seemingly insignificant charges in retirement plans can add up! So much fine print goes unread. Few people realize how significantly 401(k) account fees can impact their retirement savings efforts. AARP. . .

November 2, 2018

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5 reasons women should consider using annuities to create more prosperous, less stressful retirements If you’re a woman in or near retirement, let me ask you this: “How do plan. . .

October 17, 2018

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I had a conversation with a client the other day, we had been discussing a particular fixed indexed annuity, and his concerns were that he wanted to wait to see. . .

October 16, 2018

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U.S. stocks closed sharply lower Wednesday as the Dow Jones Industrial Average sank more than 800 points and the Standard & Poor’s Stock Index 500 had its worst day since. . .

October 4, 2018

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Obtaining financing for your new business will undoubtedly be one of the most frustrating things you will ever have to do. While all you see is unlimited potential for your. . .

August 28, 2018

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As with most Americans, I have been stunned by the continued cost of health insurance premiums as well as the decline in covered benefits. Recently, I was due for an. . .

August 18, 2018

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A recent report from the Government Accountability Office (GAO) revealed a considerable deficiency in the amount of savings set aside for retirement.   The report showed that in the group of. . .

July 13, 2018

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The idea behind Medicare Part D to provide a consistent and quality flow of prescription drugs to Medicare participants is causing damage to the quality of their retirement. Out of. . .

June 28, 2018

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Planning for retirement requires understanding of your present situation and a focus on your goals. Mistakes are easily made and corrections are always necessary in order to meet the needed. . .

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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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