Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Social Security Roadmap
Social Security is an important source of income for 91% of retirees, so deciding when to start benefits is critical. Here are a few quick questions to consider before drawing benefits.
Retirement Activities – Something New?
I was speaking with a recently retired widow. She was telling me about her past week. While I wasn’t surprised by how busy she was. I was really surprised by how diverse her activities were.
Understanding Inflation’s Impact on Retirement Savings and Strategies for Protection
Many look forward to retirement, envisioning a time of relaxation and enjoyment after years of hard work. However, achieving financial security in retirement requires careful planning, especially in the face of one significant challenge: inflation.
Fire Retirement
The FIRE movement represents a paradigm shift in how people approach financial stability and retirement.
Preparing for Longevity
The financial aspect of longevity requires careful consideration; those nearing retirement age and those just starting work may have misconceptions about aging, not realizing that they may live much longer than their forebears.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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