s 2015 draws to a close, it’s a good time to take stock and begin thinking about what you want to accomplish in the year ahead. The time-honored tradition of making a New Year’s resolution can be especially helpful when it comes to gaining better financial security....
12 Days of Christmas – Annual Inflation Update
It’s Not Just About How Much You Save
When clients first come in to start the retirement planning process, most have no idea if the money they’ve been socking away in their 401(k)s over the years will be enough to sustainably generate their income needs in retirement. In fact, usually all they focus on is building the pile up; very rarely do I run into someone who has actually worked backwards from income needs to the amount of money that they need to save....
Greatest Fears About Retirement
The Transamerica Center for Retirement Studies recently released its latest finding from their annual “Current State of Retirement” survey. The survey actually interviews 2 sets of people: those age 50+ who are still working and retirees. In both sets, the number one retirement fear was outliving savings and investments....