Molly and Sandra. Timing is Everything.

Monday, 16 December 2019

Would you want to leave your retirement security to chance? Probably not. Many retirees, however, do just that. Why? Because they don’t understand the importance of the Timing of their retirement. 

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Is Tax Planning Missing in Your Retirement Planning?

Friday, 19 July 2019

Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG! There are hidden tax traps waiting for the unsuspecting.

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.

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.