Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
