As you work toward your retirement planning goals, you are aware that Social Security will become an important part of your financial life in the near
Life Insurance is Better Than Ever
Hundreds of years ago, the young financial industry invented life insurance to meet an emerging customer demand: The breadwinner of a family – almost
Will Your Retirement Income Sustain You?
When your parents and grandparents retired, they might have lived a for few more years, or maybe a decade or so after retirement. But today's retirees
Retirement Planning by the Milestone
You might think of retirement planning in terms of one major goal that you must reach: If I save X amount of money by ___ years old, I can retire!
Answer These Questions Before You Retire
Once you hit your fifties or early sixties, you might feel as though you're approaching the finish line of a marathon. It can be tempting to hurry up
Three Common Financial Planning Mistakes
As a financial advisor, much of my time is spent urging clients to save for retirement. Saving as much as you can, as early as you can, is one of the
When Will You Be Able to Retire?
We always tell people to begin planning for retirement early in their careers, save as much as possible every year, and they should be able to sail
The Trouble with Retiring at 62
As you might already know, the earliest age at which you can claim Social Security benefits is 62. Of course, you will have to accept a permanently
Smart Money Moves to Make in 2016
Our New Year's resolutions often revolve around financial matters, but we tend to express our goals in somewhat vague language. We might say that we