RETIREMENT PITFALLS

Sometimes it is a good idea to review your retirement planning strategy and ask yourself if you are taking action that is sufficient to avoid some common pitfalls. This week’s article reminds us of six: waiting too long to save, not taking advantage of “Free Money”, underestimating medical expenses, lack of balance in your portfolio, […]

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DEBT IN RETIREMENT

We’ve spoken in the past about having adequate income during retirement, and have from time to time provided tools for estimating future financial needs. That’s why I found interesting this week’s article which concerns the role that debt can play in those calculations. The article references a nonprofit think tank study, out last year, “showing

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DID YOU KNOW?

Did you know that “Americans are not taking the necessary steps to put saving for the future over current expenses. In fact, a quarter of Baby Boomers – the age group closest to retirement – have less than $5,000 saved for retirement and nearly one in five Americans have no idea how much they’ve saved.”

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FEARS

This week’s article caught my attention by the manner in which it addressed an issue we talk about frequently. The article’s opening paragraph was “Imagine fearing life more than death. That’s a reality many Americans face as nearly 50 percent of Americans are afraid of outliving their income or their inability to pay for basic

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DEBUNKING MYTHS

Often times people find themselves in the middle of conversations where the speaker is telling them things that relate to their retirement planning, or other financial matters and what is being said is scary, but difficult to know if it is actually true or not. Because of this, we thought to share with you an

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HOW ANNUITIES WORK

This week’s publication may be of interest to you because it discusses a wide range of topics surrounding annuities. It tells the reader that “Annuities may help you meet some of your mid- and long-range goals, such as planning for your retirement and for a child’s college education. This Financial Guide tells you how annuities

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WHAT OLDER ADULTS NEED TO KNOW ABOUT MONEY

This week I thought to share with you a publication that addresses five important financial issues of interest to older adults: “Social Security, health and long-term care insurance, later-life investing, creating a retirement “paycheck,” and estate planning”. We have some ideas for that retirement “paycheck” and would look forward to sharing them with you. Call

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