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How to Select the Right Annuity Plan for You

An annuity plan is a great way to generate long-term income and save for retirement without the worry of market volatility. Annuities are mainly used to provide steady income during retirement. When you annuitize, you invest a certain amount with the company and then accept a payout stream that can begin immediately, or even when […]
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5 Simple Ways to Save Money After Retirement

If you are already retired and living off your savings, you are probably well aware just how important managing your finances can be. If you are consistently withdrawing more money than you planned to, your nest egg may not last as long as you anticipated. And if your post-retirement investment returns don’t produce the amount […]
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Things to Consider Before Converting Your SIMPLE Plan to a 401(k) Plan

A SIMPLE (Savings Incentive Match Plan for Employees) is a go-to choice for people who own small businesses or are launching them. If the business continues to prosper, increased flexibility in plan provisions is required. That’s when a switch or a rollover should be considered. Certain things should be kept in mind while rolling over […]
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How Much Do I Need to Save for Retirement?

Does the thought of retirement worry you? Are you unsure about how to get through your retirement without facing financial problems? “How much do I need to save for retirement?” Unfortunately, there is no perfect answer as it varies from person to person. This article will help you figure out the best retirement savings plan […]
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How a Fiduciary Can Help Protect You and Your Assets

Old age and retirement opens the door to a whole new chapter of challenges in life. Not having proper healthcare and a sound financial plan are typically the most common challenges that retirees face. Additionally, there are many people who do not have a support system, people who have lost touch with their family, and […]
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Has COVID-19 Affected Your Retirement Planning?

The global COVID-19 pandemic has impacted virtually every aspect of our lives, including retirement. Who would have thought a new virus could have such serious repercussions on all aspects of life? In addition from ravaging the health of many Americans, the deadly virus has triggered fears of recession and widespread financial panic. With all reports […]
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The Three Stages of Retirement

A successful retirement doesn’t happen overnight; it’s part of a long process that starts many years before you draw your final paycheck. If you have the wisdom, discipline and foresight, retirement planning should start the day you enter the workforce. Admittedly, few people take this path. But if you get in the habit of making […]
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The Most Important Retirement Chart You’ll Ever See

Want to save tens or even hundreds of thousands of dollars? Try this simple tip. You probably know that you should be saving for retirement. But when it’s so far away, and you have more immediate concerns to worry about, it’s hard to give up a sizable chunk of your earnings for a benefit you […]
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What Your Long Term Care Insurance Won’t Cover and How to Prepare for It

No one wants to become a financial burden on their families as they age so it’s important to take your long term care insurance into consideration. In fact, every one of my clients who’ve made the decision to purchase long term care insurance cited this concern as a driving factor in their choice. They felt […]
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How to Use a Supplemental Executive Retirement Plan

We can help you decipher the pros and cons of a SERP before setting up an account. Some employers provide a supplemental executive retirement saving plan to select employees. A SERP may be used by companies to help attract and retain key officials, such as high-level executives and CEOs. This type of account can be […]

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Thinking about retirement? Take our Retirement Readiness Quiz to test your smarts and learn how to plan for your ideal retirement.