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Major Retirement Planning Mistakes

The Major Retirement Planning Mistakes Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.      Calling them “mistakes” may be a bit harsh, as not all of them represent errors in...
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End of Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.                          What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? If notable changes occurred in your personal or professional life, then you will want to review your...
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Understanding Long-Term Care

Understanding Long-Term Care The important question: Are you prepared?   Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended...
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is...
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Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. “Why is my portfolio under-performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets...
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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no...
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