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Ask ten different people about retirement planning, and you are likely to receive ten different viewpoints. However, there is one idea most of us seem to have in common: Nearly 80 percent of Americans believe they will face greater challenges in achieving financial security in retirement, as compared to the…
Social Security can be one of the most complicated retirement planning topics. You might already know that the longer you wait to claim your benefits (up to age 70), the higher your monthly checks will be. On the other hand, claiming benefits before your “full retirement age” (as early as…
Are you funding a traditional retirement account? Are you contributing the maximum allowable amounts each year, in order to best prepare for your future while reaping important tax benefits? If so, congratulations! You’re making a responsible decision, and you will no doubt thank yourself for it one day. Now we…
Once you retire, you will be living on a combination of income-generating vehicles that you established throughout your career. For example, you might receive income from Social Security, retirement plan distributions, an annuity, or other investments. In many cases that can mean that your annual income is relatively fixed. Hopefully,…
The Social Security program was conceptualized as a supplement to retirement income, in a time that company pensions were popular and common. These days, fewer people enjoy a pension program, but Social Security stands as it was conceived. It is, and will be, an important income supplement for your retirement…
One of the first things we like to ask our clients is, “How do you picture your retirement?” After all, the first step to making an income plan is to establish your lifestyle expectations. Some people have decided upon a very specific vision for their future. On the other hand,…
For many retirees, where they retire is just as important as when or how. Maybe you’re an adventurer or at heart, or perhaps you just want a change in scenery. Retiring in your current community just doesn’t sound appealing, and you’re looking at other options. Plus, some of you desire…
For most retirees, their primary concern is income. You need to know that you can depend on a stream of income for the rest of your life, and you hope that it’s enough to cover your living expenses. Annuities are one way to accomplish this goal, but because they can…
Investing always involves some degree of risk. As you plan for your future, you want to invest your savings in such a way that you generate enough growth to provide a secure income in retirement. On the other hand, you don’t want to take unnecessary risks with your money –…
Are you drawing closer to the end of your career, anxiously awaiting the day that you can pack up your office and walk away? Or, have you just retired, and you’re putting together a plan for the next stage in your life? Either way, crossing that milestone is certainly cause…
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