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Retirement

10 Years and Counting: Points to Consider as You Approach Retirement

July 18, 2016
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If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work…

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Setting and Targeting Investment Goals

July 4, 2016
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re…

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Balancing Work and Family

June 20, 2016
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At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with aplomb. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation,…

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True or False: You Are a Retirement Savings Plan Expert

April 11, 2016
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How much do you really know about your employer-sponsored retirement savings plan? If you’re like many people, you have many ideas about how your plan works, which may or may not be entirely accurate. To gauge your knowledge, take this brief quiz: Are the following statements true or false? Even though I’m young, I should…

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Did you know?

March 16, 2016
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I was recently taking some continuing education and came upon this interesting bit of information. ¬†Citing is directly from Reged.com California continuing education requirement. —————————- The use of annuities gained popularity in the 1930s. This interest grew as a result of a decrease in interest rates and a desire for individuals to ensure a safe…

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A Retirement Crisis?

March 15, 2016
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I saw this very interesting article on CNBC today called, “America’s looming retirement savings crisis“. It certainly is true for the masses that savings have and largely are lagging for most retirees – especially considering how many boomers we should see retiring in the next several years. The old adage still holds true – save…

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Saving for Retirement

February 29, 2016

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. Here are some suggestions to help you get started. Determine your retirement income needs Some…

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All about IRAs

February 24, 2016

An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. What types of IRAs…

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Women and Retirement Planning

February 23, 2016
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Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often…

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Social Security Retirement Benefit Basics

February 12, 2016

Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. How do you qualify for retirement benefits?…

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