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Biggest Mistakes People Make Getting Ready for Retirement

It’s always good to learn from your mistakes. But, it might be even better to learn from other peoples’ mistakes. With that in mind, let’s talk about some of the big mistakes people make when it comes to preparing for retirement. (We’re going to skip over some of the more obvious ones, like not saving…

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Three Retirement Tips for the New Year

As we get further into the new year, our thoughts need to be on more than just last year’s taxes. We should also be thinking about what we need to do to make our retirement the best it can be – whether we’re already retired or getting ready for the big event. As I say…

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One year before retirement: Here’s seven things you can start right now

It doesn’t take a financial planner to tell you this: Any successful retirement these days starts with a plan. The more planning you do, the more likely it is that you will see a successful retirement. That said, many people may still enter retirement without confidence in their plans. With that in mind, people may…

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Latest News

Biggest Mistakes People Make Getting Ready for Retirement

Three Retirement Tips for the New Year

One year before retirement: Here’s seven things you can start right now

Is it ever to early to start teaching your children about finances

When the kids come back home (Don’t let them wreck your retirement)

Retirement approaching and you haven’t saved enough? Your options are limited

That Talk You Need to Have With Your Children Before You Retire

Is it Smart to Borrow From Your 401(k)

Emergency Budget

Planning for Health Care expenses in Retirement

Try to Avoid These Retirement Mistakes

Do a little research before you buy that retirement home

There’s more to retirement than saving your money

Downsizing Your Budget in Retirement

Update your retirement plan regularly — or it could become useless

Why don’t some small business owners save for retirement?

Women and Retirement

Beware of these “Retirement Shocks”

Don’t let your grown kids ruin your retirement

Biggest Mistakes Couples Make

Coming Up Short for Retirement

Year-end Retirement Savings Tips

Protecting Pre-Retirees and Retirees from Scams

Five Things Retirees May Forget to Plan For

Why Selling Fixed Annuities for a Cash Lump Sum May Not be a Good Choice

How to Prepare for Spikes in Prescription Drug Prices During Retirement

Using Immediate Annuities to Guarantee Retirement Income While Delaying Social Security Benefits

How a Fixed-Indexed Annuity Interest Rate Is Determined, and the Limits and Restrictions to Know

Purchasing a Fixed, Deferred Annuity in an IRA Can Help You Manage RMDs in Retirement

How Much of Your Retirement Savings Should Be in a Fixed or Fixed-Indexed Annuity?

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Biggest Mistakes People Make Getting Ready for Retirement

It’s always good to learn from your mistakes. But, it might be even better to learn from other peoples’ mistakes. With that in mind, let’s talk about some of the big mistakes people make when it comes to preparing for retirement. (We’re going to skip over some of the more obvious ones, like not saving…

Three Retirement Tips for the New Year

As we get further into the new year, our thoughts need to be on more than just last year’s taxes. We should also be thinking about what we need to do to make our retirement the best it can be – whether we’re already retired or getting ready for the big event. As I say…

One year before retirement: Here’s seven things you can start right now

It doesn’t take a financial planner to tell you this: Any successful retirement these days starts with a plan. The more planning you do, the more likely it is that you will see a successful retirement. That said, many people may still enter retirement without confidence in their plans. With that in mind, people may…

Nov 29, 2017

Is it ever to early to start teaching your children about finances

There a growing call for improved financial literacy among young Americans, as Millennials face a growing financial crisis prompted by overwhelming student debt. “The level of financial literacy is low in the U.S. and consumers are paying the price,” according to a recent report by Mintel, an international market research company. “The ramifications of this…

When the kids come back home (Don’t let them wreck your retirement)

The stories have been all over the news for some time now. Burdened by crippling student loan debt, Millennials are returning home to live with their parents. According to a Pew Research Center report, for the first time in modern history, more 18-to-34-year-olds are living with their parents than those living single, with a partner…

Retirement approaching and you haven’t saved enough? Your options are limited

Americans’ habit of spending and not saving is about to catch up with them. We’re still operating as if we were our parents, who worked their entire lives for a company who then provided them with a pension for life, as well as health insurance and other retiree benefits. Those days are long gone. Very…

Sep 20, 2017

That Talk You Need to Have With Your Children Before You Retire

  Finally, It’s that time. You’re ready to clock out of that old 9-to-5 after all those years. You’re one of the  lucky ones, old enough to have both a pension and 401(k). The kids have all graduated college and are out of the house. You still have a car note, but you and your…

Is it Smart to Borrow From Your 401(k)

According to the National Bureau of Economic Research, in 2015, 20 percent of Americans have an  outstanding loan balance on their 401(k) and 37 percent have had loans in the past five years. Ten percent of those borrowers defaulted and a whopping 86 percent of borrowers left their company with an outstanding balance, according to…

Emergency Budget

There are many Americans who are not saving and, for these people, even a small unexpected expense will likely cause a financial setback. A survey of 1,000 Americans by Bankrate said nearly 60 percent of Americans would not be able to pay an unexpected emergency expense from their savings. Forty-five percent of those surveyed said…

Planning for Health Care expenses in Retirement

What’s the best way to wreck your retirement budget? How about unexpected medical expenses? Ask any financial planner and, he or she will likely say that most couples are not prepared for the financial disruption that could come with an expected or catastrophic illness. Twenty-eight percent of Americans said their greatest fear in retirement is…