Retirement

Preparing for Social Security Cuts in Retirement

March 30, 2016
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The dreaded day when the social security “trust fund” will be depleted is getting closer and closer. Most people know that not all is well with social security, but the don’t know the real numbers. Fact 1: Most forecasters say that by 2033 the social security fund will run out. Fact 2: Once the fund […]

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Estate Planning for Millennial Clients is as critical as Planning for Other Generations

December 22, 2015
Estate Planning for Millennial Clients

Various estate planning surveys have showed that there is a significant disconnect when it comes to most people’s understanding of estate planning for millennials. Out of the people that have been interviewed so far many believe that it is important to have estate plans while only a few have them. Millennials are missing out on […]

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Understanding Your 401(k) Options

September 22, 2015
Understanding Your 401k options

  While your employer’s 401(k) plan is intended to help you establish and manage a retirement savings account that meets your current and future needs, understanding your 401(k) options isn’t always intuitive. Here’s a look at some common features that 401(k) plans include, and how the terms, features and benefits associated with these accounts impact […]

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The Ultimate Retirement Plan Guide Every Small Business Owner Needs

September 2, 2015
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In terms of retirement plans, most large organizations choose the 401 (k) since it suits their needs perfectly. But in the case of small business owners, this might be different since they have a broader range of options to choose from. Any self-directed plan including IRAs and SEPs will be sufficient for their use. But, […]

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There is No Better Time Than Now for Retirement Planning

July 15, 2015

Every day humans are faced with hundreds of decisions. Do we get out of bed or press snooze, do we drive to work or take the bus, do we drink coffee or tea? As the day progresses we often find that the responsible part of our brain struggles to overcome the procrastination part. This is […]

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Freelance Retirement: Keeping Goals Realistic

February 11, 2015
Freelance Retirement

Unlike a traditional job, many freelance professionals don’t have a solid plan for retirement. In many organizations, the company will automatically deposit funds for you. As a freelancer, this process is laid squarely upon your shoulders. If you are one of these individuals, it’s in your best interest to start thinking about a plan for […]

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What Does Retirement Mean to You?

December 31, 2014
Retirement

  If you read personal finance blogs, you will notice that there are common themes that run among them. There are those that talk a lot about how to get out of debt. Then there are those who talk about earning more money on the side. Others will give tips on how to be financially […]

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