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A Retirement Fact Sheet

December 19, 2018 5:09 pm Published by Leave your thoughts

Some specifics about the “second act.”    Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.    Up to 85% of a retiree’s Social Security...


Build Your Rainy Day Fund

September 15, 2018 3:14 pm Published by Leave your thoughts

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund...


Leaving a Legacy to Your Grandkids

September 8, 2018 3:41 pm Published by Leave your thoughts

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms...


Managing Money Well as a Couple

May 21, 2018 4:07 pm Published by Leave your thoughts

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a...


How Retirement Spending Changes With Time

April 27, 2018 6:13 pm Published by Leave your thoughts

Once away from work, your cost of living may rise before it falls.   New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern is legitimate....


Annuities for Retirement Income

April 24, 2018 5:01 pm Published by Leave your thoughts

Why seniors choose them, and what prospective annuity holders should consider.    Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes),...


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