Picturing Your Retirement and Making Plans
Nobody wants to be left with a shortage of funds when they hit retirement, and to avoid that unpleasant scenario planning is essential. Planning, however, starts with imagining what you…
Six Things Retirees Can Teach Us About Retirement Preparation
Today’s crop of retirees have a lot of wisdom to pass on to the rest of us. According to a survey by the Transamerica Center for Retirement Studies, some aspects…
What to Do If You’re Worried About Stock Market Volatility
A volatile stock market is fine for the 20- and 30-somethings. It’s a different matter for people approaching retirement. Your retirement nest egg should be a source of security and…
Five Estate Planning Mistakes to Avoid
One small mistake in your estate plan can result in massive headaches during the settlement process, and it’s important that you regularly revisit the plan to make sure it’s valid…
Why Having a Financial Plan Is So Important
We all know the importance of saving money and planning for the future, but while many people put aside money, some do so with a plan and others without one.…
Most Working Americans Are Not Prepared for Retirement
Many Americans are stressed about their financial preparedness for their retirement years. Most of those who are stressed are likely not taking the proper steps to prepare financially, according to…
Getting Control of Your Financial Life
As inflation continues to bite, more Americans are under severe financial stress. According to the Fed’s “Economic Well-Being of U.S. Households in 2022” survey, 37% of adults do not have…
Fixed Annuities Provide Bridge to Comfortable Retirement
Americans are living longer. Consequently, they are spending more time in retirement, with the average person enjoying 20 years of life after they stop working. But those longer lifespans require…
Five Common Retirement Planning Mistakes to Avoid
Having a solid retirement plan is more important than ever, particularly as concerns grow over the viability of the U.S. Social Security system in the coming decade. There are several…
Early 401(k) Rollovers without Penalties
Many people decide to roll over their 401(k) plan to an IRA after they switch employers since they won’t be able to make contributions to the account after they leave…
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