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Retirement

Don’t Plan for Retirement — Plan for an Encore Life

April 9, 2018
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Written by Mark Jaeger, ChFC®, CFP® – CCO/COO Original article posted on Market Watch here.

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Five Strategies for Tax-Efficient Investing

April 2, 2018
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You may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can offset up to $3,000 per year of the difference against ordinary income. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes,…

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A Strategy to Pursue Your Retirement Goals and Beat Inflation

March 26, 2018
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Your retirement plan is designed to help you meet two important objectives — beating inflation and pursuing your retirement savings goals. The challenge is finding the right mix to strive for both. Why Be Concerned With Inflation? Technically defined, inflation is the rising cost of goods and services over time. Like termites invisibly gnawing at…

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Have You Checked Your Retirement Plan Lately?

March 5, 2018
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It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you experienced any life changes? Since your last…

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Considering an Offer to Retire Early: Should You Take It?

January 29, 2018
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What is it? In today’s corporate environment, where cost cutting, restructuring, and downsizing are the norm, many employers are offering their employees early retirement packages. As you near retirement age, you may find yourself confronted with an offer from your employer for early retirement. Your employer may refer to the offer as a golden handshake…

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Investment Planning throughout Retirement

November 27, 2017
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Introduction Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you receive promotions and/or pay raises; those increases offer some protection against rising costs caused by inflation. While…

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Understanding Defined Benefit Plans

August 14, 2017
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You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional pension plans, defined benefit plans promise to pay you a specified amount at retirement. To help you understand the role a defined benefit plan might play in your retirement savings strategy, here’s…

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Insurance Needs in Retirement

June 12, 2017
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Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed. Stay well with good health insurance After you retire, you’ll…

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Retirement: Proceed With Caution Before Relying on General Rules

November 7, 2016
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When investing for retirement, you’re likely to hear a lot of well-meaning guidance from family, friends, and others offering advice–even the media. As you weigh the potential benefits of any commonly cited investment rules, consider that most are designed for the average situation, which means they may be wrong as often as they’re right. Although…

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