How Retirement Spending Changes With Time

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....

April 27, 2018 | Read More >

Annuities for Retirement Income

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),...

April 24, 2018 | Read More >

Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses Tax Efficiency in Retirement

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses Tax...

April 17, 2018 | Read More >

Tax Efficiency in Retirement

How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions,...

April 16, 2018 | Read More >

Could the Premature Loss of Your Spouse Devastate Your Retirement?

Have you ever thought about what would happen to your finances if you lost your spouse prematurely? Most people avoid this topic, and understandably so. We don’t want to dwell on things that cause us emotional distress, but what we...

April 3, 2018 | Read More >

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.    What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group....

April 2, 2018 | Read More >

Is Your Retirement Plan Ready for a Market Downturn in 2018?

If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record...

March 26, 2018 | Read More >

How Could Tax Changes Affect Your Financial Plan

After months of debating and revising, Congress closed out 2017 by passing the new Tax Cuts and Jobs Act on Wednesday, December 20, 2017, which was subsequently signed into law by President Trump. Since the campaign trail, President Trump has...

March 19, 2018 | Read More >