Archives

Are you working for a company that has a 401(k) plan but offers no pension? Did you know that the US Treasury has made rule changes to 401(k) plans that will now allow them to offer annuities? [...]

Are you prepared for retirement? Do you know how much of your income you need to replace? Most people think that they will need to replace about 80% of their pre-retirement income. While this may [...]

Are you afraid of outliving your assets in retirement? Do you fear you may not have saved enough to last well into your golden years if you live longer than expected? If so, a longevity annuity [...]

As we get ready for retirement, there are some things that may need to be addressed. The main question most of us will have as we enter our retirement years is will I have enough money to last my [...]

Do you have the needed documents for when you are not around or able to make decisions? Do you know what these documents even are? While there may not be a need for everyone to have all of these [...]

Are you getting ready to retire? Do you think you have saved enough to retire the way you want? Well, do not worry there is time even if you are older and maybe have not saved what you think you [...]

Do you think you are too young to plan for your estate? If you think the answer to that question is a yes then you are mistaken. Nearly half of Americans over the age of 55 do not have a will or [...]

Is your goal to retire a millionaire? If this is indeed the case, as it is with so many of us, here are some tips and tricks to help get you into the group who call themselves millionaires. One [...]

Do you have an IRA or a 401(k)? If you do, a ROTH may be in order, but you need to consider a few things prior to opening a ROTH IRA or 401(k). With the uncertainty of Congress and what all the [...]

When dealing with Social Security there are countless laws, rules, and regulations that people need to be aware. As everyone’s situation is different and in some cases couples classification, may [...]