Retiring in 2019? 5 Key Steps That You Should Take
The journey towards retirement is one that should fill you with excitement, not fear or dread. In fact, with a little bit of planning, you can not only look forward to your retirement, but you can live out your golden years in the lifestyle that you always dreamed...
4 Questions to Ask Yourself as You Prepare For Retirement
One of the most common fears people have as they approach retirement age is whether or not they'll be able to retire comfortably based on their finances. If this is a worry you share, you're certainly not alone—and the good news is that there are plenty of resources...
3 Different Approaches toward Retirement Income Planning
When it comes to income planning and retirement tax strategies, most people believe it revolves around one simple fact: having enough assets through other means to sustain yourself after retiring from your job. These "means" may involve real estate ventures, being a...
When Is an Annuity the Right Option for Your Needs?
When you sign up for a retirement financial planning workshop, one of the most important types of investments you will likely learn about is an annuity. Is it right for everyone? Perhaps not, but for many people who need to start seriously considering their...
How to Set Your Retirement Goals the Right Way
Goal setting, It’s something many people struggle with. When it’s something as important as your retirement it can be even more difficult because people have such diverse ideas about what retirement means to them. For some people, retirement is an opportunity to do...
4 Effective Strategies for Claiming Social Security Benefits
Recent statistics from the SSA show that almost 90% of senior citizens (65 and older) rely on social security benefits for a substantial portion of their retirement income. While our financial planning strategies will help to supplement these payments with additional...