Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a solid [...]
Retirement doesn’t have to be the “end all, be all” of earning a steady paycheck. In fact, retirement could be the start of doing something that you’ve always wanted to do and now, get paid for doing it. While some people continue to work because they need the income to cover rising expenses in retirement, [...]
As if it isn’t hard enough to plan for retirement, a whole bunch of other things to worry about seem to pop up almost daily. And, some of these things like trade wars seem as if they get bigger and scarier as the news cycle grows. But this isn’t about trade wars, North Korea, or [...]
According to recent studies, the “great wealth transfer” will have baby boomers transferring an estimated $30 trillion to their heirs by 2050. Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Whereas legacy planning is defined as a financial [...]
The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more than a big retail holiday, but let’s not forget the true [...]
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