Two Half-Birthdays Are Meaningful for Retirement Planning

Have you ever noticed how little kids always announce their ages in half-years? “I’m 4 and a half!” Maybe you remember doing the same […]

Start Saving For Retirement and Get Money Back From The Government

The sooner you begin saving for retirement the better prepared you’ll likely be. Low to middle income taxpayers may have a more difficult time […]

Don’t Let Politics Influence Your Retirement Investments

Granted there are plenty of people still in a frenzied state over the Presidential election. However, now that it’s over it’s time to move […]

Sweeping Changes Proposed for Taxes

If you’re wondering if the president-elect’s proposed tax plans will affect your wallet rest assured. Trump promises to bring sweeping changes to practically every […]

Investing an Inheritance for Retirement

Whether it comes as a large or modest sum, inheriting money can be a blessing or a curse, depending on how you manage it. […]

Retirement Planning and the Single Person

Let’s face it, not everyone gets married. And, not everyone who gets married stays married. However, in the world of retirement planning advice, I […]

Are Your Retirement Prospects Realistic?

In my experience retirees will need 80% to 100% of their pre-retirement income to maintain their lifestyle after retirement.  However, there are some respectable surveys […]

No Room for Secrecy in Successful Financial Retirement Planning

I recently came across an article published in FinancialAdvisorIQ.com about a survey conducted by NerdWallet that reveals a disturbing trend regarding financial plans for […]

When the Kids Go Away, Play Less, Save More.

Most couples truly believe that when their kids are done with college and are launched in their own lives, they, the parents, will save […]

Are Your Financial Conversations About Retirement Understandable?

Financial planners and advisors work with numbers in a way that most people don’t. We are constantly thinking about percentages and hedging inflation, projecting […]