Retirement Income "Shock Absorbers?" If you’re over 50 with less than $1 million in investments, you likely have questions like: What happens to my investments and retirement income when the stock market drops (or a recession hits)? How will I maintain [...]
Expect The Unexpected A financial plan, by design, is a way of preparing for the future and ensuring that you have enough money to get you through retirement or another life event. But what happens if you’ve got just enough to live off [...]
What’s the price of an annuity’s guaranteed returns? As stocks drop and prices rise, there’s a lot of talk about annuities. Some people speak about annuities like they’re the answer to all your problems. Others think it sounds too good to [...]
Do you actually have enough to retire on? Despite all of your estimates and time spent with a calculator, you might undershoot your ideal retirement fund! The last thing you want is to be up the creek without a paddle when [...]
Break a sweat without hitting the gym The gym is a necessary evil for most of us. All the eating and drinking we do (looking at you, holiday season) means we need to stay on top of our physical health. Know [...]
Are you safe to retire? Choosing when to retire is a difficult choice. There are personal considerations–job satisfaction, health issues, family priorities. Do you know what you’ll do with all your free time? There are financial considerations, too–your savings, cost of [...]
Breaking Down the Big, Bad R (Recession) People have been saying the “R” word a lot recently. Recession. And that talk has included a lot of “are we, aren’t we?,” featuring optimistic statements from the White House and other experts. But [...]
Why-ority on Priority One thing about saving is that there are always multiple things you could be saving for, and each one is no small task. Saving for a home, a new car, paying debt, retirement, or just that big ticket [...]
Estate Plans: Not Just For Rich People. Creating a will is one of the biggest decisions you’ll make in your life. It’s one of those life events that you’ve likely avoided thinking about - I mean, we want to live forever, right? [...]
AREN’T BONDS SUPPOSED TO BE SAFE INVESTMENTS? THEN WHY HAVE THEY BEEN LOSING MONEY THIS YEAR??? With the recent increase in interest rates, most of the focus has been placed on the effect it has on mortgage rates. [...]
