Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to you, such as insurance renewal dates, salary raises, and financial reviews. Starting the year off with knowledge of [...]
As I wait for the ball in Time Square drop to kick off the start of the new year, I can’t help but think of the changes that will come in the next decade, especially with regards to my retirement. With advancing technology and changing times, it’s hard to predict how things will evolve each [...]
While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it [...]
Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to check-up on your portfolio and [...]
The news of potential government rule changes has brought to light how challenging and confusing Required Minimum Distributions (RMDs) can be for retirees. For some, RMDs are used for everyday living expenses, but according to a study by Allianz Life, 80% of respondents aged 65-75 don’t think that they will need all of their RMDs for [...]
As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about where extra income will come from and [...]
We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important to have a lifestyle plan for retirement. Having these plans beforehand [...]
November is long-term care awareness month. This month it’s especially encouraged for you to start planning for long-term care, or to update your plans according to your lifestyle. If you are in or approaching retirement, long-term care is probably something that is on your mind frequently, because there’s a lot of myths revolving around it. [...]
There’s no doubt that the markets are unpredictable. Just over 2 months ago officially marked the current period of growth as the longest-lasting bull market in history. A bull market is generally noted as any period of rising stock prices and can be measured as a time in which market values rise at least 20 [...]
There are plenty of expenses that you’ll have to worry about in retirement. With the cost of healthcare and entertainment, along with travel expenses generally rising in retirement, just to name a few, it can be reassuring to learn that there’s a few areas where you might save some money in retirement. In fact, here’s [...]
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