VERY IMPORTANT UPDATE
VERY IMPORTANT UPDATE Read More »
With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to the level it was before the virus took its toll on the market. Understanding that no one can predict what
How many more years do you need to live in order to wait it out? Read More »
I found this week’s article full of interesting information, and was drawn to the opening paragraph that I thought to share with you. “As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based
Safety planning for retirement Read More »
We often hear that “the key to feeling confident about a comfortable retirement is an employer plan”, but what if you don’t have one? I thought to share this week’s article with you because it discusses how to build your own, and compares the various options, including a solo 401(k). Call us if you’d like
I read an article this week that I thought to share with you as it expressed something I’ve been reflecting on. The author, connected with Harvard, wrote that “For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others,
Is retirement good for health or bad for it? Read More »
I read an interesting “framing paper” written by two learned scholars from Brookings Institution and Kellogg School of Management. The question they addressed revolved around the change in what they called the “retirement paradigm”. I thought you might like to read their paper. They discuss “the risk faced by retirees and offer tractable solutions to
A bigger contributor to retirement security? Read More »
The Brookings Institute recently published a study where they reported that “in a recent nationwide poll, 73 percent of Americans said they do not have the financial skills to manage their money in retirement. Converting retirement savings balances into a stream of retirement income creates difficult choices. The necessary decisions – made in the presence
Convert Savings into Spending Read More »
As you enter a new year thinking of the changes you will make in the months to come, I thought to share with you an article that discusses differences that may relate to decisions you will make in your retirement planning. This week’s article tells us “Both annuities and life insurance should be considered in
Some Differences to Reflect on Read More »
During this holiday season it is important to take a moment and acknowledge that no matter where we are in our retirement planning, we are joined together with gratitude at celebrating the beginning of a new year. We remain committed to working with you planning a better retirement, where your future years are less stressful,
When I saw the phrase “Silver is the new green” in this week’s article I knew I had to share the article with you. “Aging is”, as the article says, “an opportunity”, and “the changing landscape offers significant rewards for those with the foresight to adapt.” Part of that adaptation includes evaluating where you stand
Silver is the New Green Read More »