3 Tips for Successful Retirement Planning (For Your Father)

Planning for retirement can never come too early. Young people across the United States haven’t begun to set aside money for retirement purposes, thinking it is simply too soon to start worrying about something that will take place 30 or even 40 years from now. Unfortunately, there are many Americans who have put off retirement … Continue reading 3 Tips for Successful Retirement Planning (For Your Father)

Advertisements

5 Things You Must Know About Retirement

No matter where we are in our careers, thoughts often turn to retirement. From the young person just starting out in the employment journey to the seasoned veteran who is counting the days until finally being able to retire in peace, the concept of retirement is filled with challenges, misconceptions, and even some surprises. Retirement … Continue reading 5 Things You Must Know About Retirement

Does Your Business Offer One of These Retirement Plans?

Offering a retirement plan is often necessary for a business to attract and retain the best employees.  There are seven major types of retirement plans utilized by companies: Defined Benefit Plans Defined Contribution Plans Profit Sharing Plans 401(k) Plans Roth 401(k) Option Simplified Employee Pension Plans SIMPLE Retirement Plans Determining which type is best for … Continue reading Does Your Business Offer One of These Retirement Plans?

Protecting Retirement Assets: An IRA Rollover Review

Saving for retirement is one of those aspects that too many U.S. workers overlook. No matter how much one earns in a monthly or annual salary, none of that matters once retirement age is reached. On average, workers save far less for retirement than financial experts recommend, and this can lead to an unstable financial … Continue reading Protecting Retirement Assets: An IRA Rollover Review

Choosing the Best Annuity for Your Retirement

When planning for retirement, an annuity investment may be the ideal solution for anyone who wants to plan for a steady stream of income until their death.  With many people living well into their 90s or even 100s, the chances of outliving retirement savings are a very real concern for many retirees.  Annuities solve that … Continue reading Choosing the Best Annuity for Your Retirement

Lesson in Indexed Annuities Part 1

As we plan for our retirements, there are many financial instruments at our disposal. In addition to savings plans, employer‐matched retirement savings programs, and Individual Retirement Accounts (IRAs), annuities are a great option. There are several types of annuities; here, we’ll discuss indexed annuities and the factors influencing them. View the full presentation here. What … Continue reading Lesson in Indexed Annuities Part 1

The Importance of Having a Will

Estate planning begins with a will.   Wills are a way for those who have passed on to have their voice heard and their final wishes carried out.  Does everyone need a will?  Yes.  Almost every individual, regardless of their net worth, needs a will.  In addition, having a will means that a person decides who … Continue reading The Importance of Having a Will