Are You Retiring Within the Next 5 Years?

What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises [...]

When You Retire Without Enough

Start your “second act” with inadequate assets, and your vision of the future may be revised.  How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million [...]

Long-Term Investing Truths

Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-term goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along [...]

Behind on Your Retirement Savings?

What steps could you take to try and catch up? If life has not allowed you to build substantial retirement savings, what possible steps could you take in an effort to improve your retirement prospects? [...]

Retirement Plan Contribution Limits Increase for 2019

We have some exciting news to report for 2019 for those who are contributing to their retirement accounts!  The IRS recently announced increases to the annual contribution limits to various types of retirement plans for [...]

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want to renew or upgrade [...]

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of [...]

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk. You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1 As you read or [...]

Good Reasons to Retire Later

Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more [...]