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Retirement

Lifestyle Retirement

Retirement Wellness

Staying healthy could save you some money. How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement…

Retirement

Your Extended Care Strategy

Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is…

Retirement

The SECURE Act and Traditional IRA Changes

What is it? How might it affect retirement strategy? If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate,…

Financial Planning Retirement

A Decision Not Made is Still a Decision

Indecision can lead to no decision. Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes.  Your workplace retirement plan.…

Retirement

Have You Budgeted for Retirement?

Creating a strategy for success. Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving…

Retirement

The Financial Realities of Longevity

Your financial future is up to you and no one else. What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of…