When talking to your friends, family or your broker about whether there’s going to be enough money to retire on, there’s a good chance that …
Which Retirement Would You Prefer?
As you get closer to retirement it is important to remember seniors are living much longer into their retirement years. How important is service, convenience …
The 5 Must Haves for a Great Retirement
The first objective in starting a conversation about your retirement is understanding and accepting the fact that transitioning into retirement is going to require changes. …
Changing the Perception of Fixed Annuities
Why do annuities, which can have twice the rate of return or a bank CD or money market, receive such negative press? Sadly, there are …
What to Do With Your 401k Retirement Plan?
In 1978, 401k plans were enacted into law and is one of the most popular retirement savings options for working Americans. These plans, along with …
The Time Tested Rule of 100 – For Retirement
Utilizing the strategy of the rule of 100 could be the difference between retiring comfortably or having a difficult time in retirement. It’s a simple …
Leveraging Your IRA
If you’re like most Americans approaching retirement, you’ve been busy contributing to your IRA or qualified plan. You have successfully pushed your income taxes into …
How to Reduce or Eliminate Taxation on Your Retirement Income
Most people are unaware their social security benefits can be taxed and how high the tax can be. Seniors today can be in the highest …