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Could you retire sooner than you think?

Forbes: 7 Simple Strategies to Retire Early Click Here “I’m never going to be able to retire.” Have you ever mumbled this to yourself? If you have, you’re not alone. Over 1/3 of all Americans don’t believe they’ll have enough money to live off of in retirement.  Ouch. With all the pessimistic view on retirement, then…

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Why You’re Not Prepared for Retirement: Research

Forbes: Why You Might Not Be as Prepared for Retirement as You Think Click Here Are you worried about retirement? If so, you’re not alone. According to our research, only 22% of employees reported being on track last year and the actual state of retirement preparedness may even be worse. That’s because many people use retirement calculators…

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Get on the same page as your spouse

Have you ever had a disagreement with your husband, or wife about money? Have you ever bickered about a big financial decision, or your investments? Money is the #1 issue that couples fight about. It’s the elephant in the room that could create even bigger problems! Below are 5 critical questions that every couple must…

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Don’t let these 4 tax traps ruin your retirement

Most people are focused on their investment returns, but they’re ignoring the one thing that could have an even bigger impact on their nest egg. Taxes. Taxes will likely be your biggest expense in retirement. Below are 4 retirement tax traps you should get in front of before you start planning that retirement party. Retirement…

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4 things you must know before you claim Social Security

Most people don’t realize it, but claiming your Social Security benefits could be one of the most important financial decisions of your life. Here’s why. If you’ve earned an average income throughout your career, you could receive several hundred thousand dollars in lifetime benefits. And if you earned an above-average income, you could receive more…

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The financial consequences of living a long life

Kane Tenaka lives in Japan and loves playing board games, studying math, and practicing her calligraphy. But the most remarkable thing about Kane Tenaka is that she’s 116 years old, and was just recognized as the oldest living person in the world. These stories are always a great wake-up call that we’re living longer than…

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Why Diversifying Your Income is Critical in Retirement!

Here are some recent headlines from The Wall Street Journal, MarketWatch and Investment News that should get your attention … “Medicare trust fund will be exhausted in 2026.” “Social Security to Tap into Trust Fund for the First Time in 36 Years.”  “Stock Market Returns Over the Next Decade Will be Well Below Historical Norms.”…

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Don’t Let These 4 Tax Traps Ruin Your Retirement

Most people are focused on their investment returns, but they’re ignoring the one thing that could have an even bigger impact on their nest egg. Taxes. Taxes will likely be your biggest expense in retirement. Below are 4 retirement tax traps you should get in front of before you start planning that retirement party. Retirement…

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Exclusive vs. Inclusive Investing

There are many different approaches to investing in the stock market, but most fall under two categories: exclusive and inclusive. Exclusive means conducting thorough research on prospective companies and investing in a portfolio of select, thoroughly vetted securities. One of the advantages of this approach is that if an investor’s research pans out, he could…

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Navigating the Guidelines of Gifting

Many people who have met with a financial professional and estate planning attorney have a well-thought-out plan in place to transfer assets to their beneficiaries upon their death. That’s a critical part of long-term planning, but what if you’d like to give your loved ones money now, while you’re still here to see them use and…

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