Are you ready for a marathon retirement?

Are you ready for a marathon retirement?

Whether we retire at age 60, 70, or 80, we need to be prepared for a long retirement. The world’s centenarian population is expected to grow eight fold by 2050 according to a Pew Research Center report of United Nations estimates, with Americans leading the pack in...
GOT FREE DINNER ?

GOT FREE DINNER ?

Have you been to a Free Dinner Retirement Event lately? My firm offers these Free Dinner Events regularly.   It is my way of meeting nice people who are interested in what we do as a firm and learning how I might can help them. The invitations target those...
GOOD NEWS FOR RETIREES!

GOOD NEWS FOR RETIREES!

President Trump has recently proposed much needed changes involving Required Minimum Distributions (RMDs) from IRAs. The proposal, if passed, will extend the age in which a retiree must begin to take withdrawals. At present, RMDs must begin on April 1st following the...
Will You Need A Support Group in Retirement?

Will You Need A Support Group in Retirement?

There are all sorts of support groups for people going through transitions.  There are programs for those struggling with the loss of a loved one, addiction, anger, and divorce, but there aren’t any groups for people struggling with retirement.  There’s a...
Disability Insurance — Who Needs It?

Disability Insurance — Who Needs It?

Your most valuable asset isn’t your house, car or retirement account. It’s the ability to make a living. Disability insurance pays a portion of your income if you can’t work for an extended period because of an illness or injury. Everybody who relies on a paycheck...
Stop Focusing On Your Retirement Planning Mistakes

Stop Focusing On Your Retirement Planning Mistakes

Retirement mistakes come in all different shapes and sizes with some of the most popular being: •Not saving enough •Not saving at all •Taking a loan against a 401(k) or 403(b) •Withdrawing and spending a former employer’s retirement plan instead of rolling it...