Your Spouse Just Passed Away- What Should You Do?

Monday, 08 July 2019

The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial decisions right away. Allow yourself time to only deal with the emotions of your loss. Then, get 10 to 20 copies of your spouse's death certificate to document ownership changes.

How To Avoid Outliving Your Savings

There’s a good chance, no matter your tax bracket, that you’ve worried at some point that you may outlive your savings.

Monday, 08 July 2019

This fear is not totally unrealistic for a few valid reasons:

• People are living longer, but with more chronic illnesses.[1]
• The cost of living and medical expenses continues to increase[2]
• Fewer people (only 23%) aged 51-65 will have a pension to draw on[3]
• More Boomers are entering retirement with debt than the previous generation.[4]

The good news is, that with a little planning and some forward thinking, you can stave off some that anxiety and get on track. Below we will go over 5 steps that can help you to better picture your retirement and come up with a realistic plan to pay for it.

Our Complimentary Consultation

Don't Make the Same Mistakes as Everyone Else

Wednesday, 03 July 2019

We want you to live comfortably in your retirement.  This purpose of this meeting is not to try and sell you anything or specific products.

Don't Let Timing Ruin Your Retirement

Tuesday, 18 June 2019

Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth. It’s called sequence-of-return risk, and the danger is very real.

The Benefit of Social Security and Retirement Planning Working Together

Friday, 07 June 2019

Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So don’t rely only on Social Security for your retirement because it probably won’t be enough to maintain your current lifestyle.