Posts Tagged ‘Insurance’
Investing for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young…
Read MoreWhen One Spouse Retires First
It’s easy to think of retirement and dream of a relaxed stroll into the sunset with your significant other by your side. After all, many advertisements repeat this theme with…
Read MoreGoals-Based Investing
There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…
Read MoreRetirement Stages
What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…
Read MoreWhat Type of Investor Are You?
Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…
Read MoreIRS News to Know
As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is…
Read MoreAssessing Risk in Retirement Income
When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in…
Read MoreIncome Strategies for an 8,000-Day Retirement
By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement…
Read MoreHow Much Retirement Income Should Come From Savings?
According to the Bureau of Economic Analysis, Americans’ personal savings rates are about half of the amount they once were. For the past few years, the personal savings rate has…
Read MoreIf You’re Not Making Frequent Course Corrections With Your Investments…You’re Setting Yourself up for a Big Financial Fall!
If you don’t make constant corrections with your investments, you’re a sitting duck! Learn the critical events and milestones when you should take action on Retirement Solutions Radio show, “If…
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