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retirement

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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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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The Problem of Money Paralysis

The Problem of Money Paralysis Not making a move may not always be the best move to make. A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is regarded as a form of “safety.” Retirement seems to heighten this tendency. If you...
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Taking Charge of Your Financial Life in Retirement

Taking Charge of Your Financial Life in Retirement Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you...
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Certain Uncertainties in Retirement

Certain Uncertainties in Retirement Two financial unknowns may erode our degree of confidence.  The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of pre-retirees said they are...
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Social Security Workshop & Complimentary Dinner

Join us for a complimentary and educational dinner event at Rodizio Grill for those who want to learn about how important Social Security benefits will be in your retirement. Social Security is a complicated program.  It would be to your advantage to understand how they work and how you can maximize your benefits.  Wisely manage...
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Social Security Workshop & Complimentary Dinner

Join us for a complimentary and educational dinner event at Rodizio Grill for those who want to learn about how important Social Security benefits will be in your retirement. Social Security is a complicated program.  It would be to your advantage to understand how they work and how you can maximize your benefits.  Wisely manage...
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Social Security Workshop & Complimentary Dinner

Join us for a complimentary and educational dinner event at Rodizio Grill for those who want to learn about how important Social Security benefits will be in your retirement. Social Security is a complicated program.  It would be to your advantage to understand how they work and how you can maximize your benefits.  Wisely manage...
Read More

Social Security Workshop & Complimentary Dinner

Join us for a complimentary and educational dinner event for those who want to learn about how important Social Security benefits will be in your retirement. Social Security is a complicated program.  It would be to your advantage to understand how they work and how you can maximize your benefits.  Wisely manage your Social Security...
Read More
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