AVOID THESE COMMON RETIREMENT PLANNING MISTAKES
Avoid common retirement mistakes that can derail your future by: getting expert advice, being wary of investments that seem ‘too good to be true’, and not saving and investing early enough.
read more »Category Archives: FROM THE BLOG
Is Aging In Place Your Best Option?
Aging in place may be ideal for some. But it’s not best for everyone. Consider other housing options before deciding where and how you want to live your golden years.
read more »
AGING PARENTS: TALK TO YOUR CHILDREN ABOUT RETIREMENT
Prepare for aging by talking to your adult children in advance about the type of retirement you want and the expectations and needs you have. The earlier you discuss your wishes with your children, the easier your transition through the golden years will be.
read more »
How to Stick to Your Financial Goals
Emergencies, impulse buying and lack of a plan can derail even the best financial intentions. Stick to your goals by prioritizing, committing to savings, working with a trusted financial advisor, and rewarding yourself.
read more »
Seniors to Outnumber Children for First Time in US History
According to a new US Census Bureau report, seniors are expected to outnumber children by 2035 for the first time in American history. Find out how this demographic shift is expected to impact Social Security and other federal programs.
read more »
Inflation, Rising Interest Rates, and Your Retirement
With the economy now in a state of fluctuation, interest rates are expected to rise and trigger inflation. Understand the impact on your portfolio to prepare and protect your investments.
read more »
MARKET TERMS TO REVIEW IN LIGHT OF RECENT VOLATILITY
With the market suddenly showing signs of instability, it is wise to review financial terms to better understand and protect your personal finances.
read more »
Retirement Milestones: Make Sure to Hit All These Before Retiring
Protect yourself from outliving your savings during retirement by making sure you have: a sizable emergency fund, zero debt, a mortgage-free home, and enough money to last for at least two decades.
read more »
Obstacles to Retirement Security and How to Overcome Them
Common misconceptions often thwart efforts to attain retirement security. Avoid common obstacles by: increasing your financial literacy, investing wisely in the stock market, and–most of all–not delaying retirement planning.
read more »
Want To Retire Early? Consider These Points First
Think carefully of the financial consequences before you retire early. Plan ahead to make sure you will still have sufficient funds for health insurance and other needs that increase as you age.
read more »