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3 Helpful Tips for Preserving Your Wealth
Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a solid financial plan you can rely [...]
Continue Earning Income During Retirement
Retirement doesn’t have to be the “end all, be all” of earning a steady paycheck. In fact, retirement could be the start of doing something that you’ve always wanted to do and now, get paid for doing it. While some people continue to work because they need the income to cover rising expenses in retirement, others work longer simply because [...]
How Are You Dealing With Market Risk?
As if it isn’t hard enough to plan for retirement, a whole bunch of other things to worry about seem to pop up almost daily. And, some of these things like trade wars seem as if they get bigger and scarier as the news cycle grows. But this isn’t about trade wars, North Korea, or the rising cost of health [...]
Don’t Forget About Estate and Legacy Planning in Retirement
According to recent studies, the “great wealth transfer” will have baby boomers transferring an estimated $30 trillion to their heirs by 2050. Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Whereas legacy planning is defined as a financial strategy that prepares a person [...]
Celebrate Our Nation’s Independence and Secure Your Financial Freedom
The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more than a big retail holiday, but let’s not forget the true meaning of the day. At [...]
How Strong is Your Retirement Plan?
In today’s world, retirement can last 30 years or more, which makes it extremely important that you don’t run out of money before you pass. After first creating your retirement plan, you must constantly review your strategies to make certain that you stay on track toward achieving a safe and rewarding life in retirement. It’s one thing to have a [...]
Don’t Forget About Healthcare When Planning for Retirement
With financial concerns consuming people’s minds day in and day out, it sometimes causes them to miss (or consider skipping) doctor’s appointments, even when they needed some sort of care. According to a survey from Merrill Lynch and Age Wave, people age 65 and older ranked “health” as their greatest worry. As the cost of healthcare continues to increase, it makes [...]
3 Quick Tips to Help Get Your Savings On Track
If there’s one thing that we can all agree on, it’s that we lead busy lives. Whether you’re in your final years of working or early stages of retirement, it’s important that you carve out enough time in order to do the things you love, with the people you love. But, the all important question remains: Will I have enough [...]
