5 Questions to Ask Your Spouse Before Retirement

Tuesday, 19 March 2019

5 Questions to Ask Your Spouse Before Retirement

We often think about retirement in the abstract. Maybe you picture yourself on a beach, or finally writing that novel. Maybe you think of it as a time to just relax and be with your family more. Whatever version of your golden years, there’s a chance that it is missing the nitty gritty particulars. There is also a chance that you and your spouse do not have the same future scenarios playing through your heads.

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Running Out of Money in Retirement

Even when people have received financial advice- Americans are stressing over going broke in retirement.

Monday, 11 March 2019

Running Out of Money in Retirement

The American Institute of CPAs discovered that running out of money remains the chief concern of clients planning for retirement. 

A strong economy and generally positive market environment are easing client concerns. There has been a relatively steady increase in asset values over the last few years- this has led to stranger client balance sheets and increased confidence that money will continue to work for them in retirement.

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Five Steps Toward a Confident Retirement

Tuesday, 05 March 2019

Five Steps Toward a Confident Retirement

I am surprised how many people still have life insurance policies that their parents started for them.  How many of us have small retirement accounts from a prior employer?  We don’t think about these assets very often and have likely never updated the beneficiary designations.

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10 Common Retirement Mistakes

Friday, 01 March 2019

10 Common Retirement Mistakes

In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401 (k) plan or maybe you’ve been socking away money in an IRA, but without a doubt, you are looking forward to your golden years. And we want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.

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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Arizona, Florida, Georgia, Kentucky, Kansas, Michigan, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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