What If I'm Not 59 and 1/2 Years Old?
The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...
The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...
In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..
It's simple..... Annuities are NOT for Investors.  Annuities are for Savers. Comparing annuities to stocks and mutual funds, is like compari
Imagine you are driving to work one day and daydreaming about all the things you will do when you retire. But when you walk into the office,
As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the
Many retirees get an unpleasant surprise after turning 65 and signing up Medicare. It doesn't provide complete coverage of health care costs
More than 9 out of 10 current retirees rely at least in part on Social Security benefits to fund their retirement income. The maximum
While many private-sector workers build their nest eggs through 401(k) plans, federal employees and members of the uniformed services have
As you approach retirement, consider how much risk you're willing to take. An annuity can help protect your principle from market loss. Over
Annuities offer guaranteed income peace of mind against loss. Something the stock market cannot do. Comparing annuities to stocks and mutual
It’s hard to generalize when it comes to life insurance. What one family needs may differ drastically from what another family in similar ..
Coming off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your
As another year passes by, more people join the ranks of retirees. Since 2011, roughly 10,000 baby boomers have turned 65 years old each da
It's happened. After a nearly unanimous passage in the U.S. House of Representatives, the SECURE Act (Setting Up Every Community for Retir
As the end of the year approaches, now is an excellent time for you to schedule a meeting with your financial advisor. An annual review of
It's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also
Ah, the holidays… an annual time of food, fellowship, and fun with family, friends, and loved ones. Everyone returns home and catches up on
Calculating how much income you will need for retirement isn’t necessarily an easy task. Your health expenses will probably increase, but yo
When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and whe
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have