RETIREMENT EDUCATION BLOG

Tips for fiscal responsibility – Save Throughout the Summer

Hot weather shouldn’t be a reason to sweat your budget. More than 25 percent of older adults in the United States currently live on a fixed income. And while conscientious retirement planning might make that fixed income more than enough for you, there’s still the matter of income remaining fixed while expenses can be fluid;… View Article

Financial Security – Stay Safe This Summer

We’re well into summer, and while there’s plenty of fun to be had in the sun, you need to avoid getting burned. That’s always the advice for avoiding too many UV rays, but it’s also a sound strategy for protecting yourself against getting burned financially.  For most people, a home and the possessions within it… View Article

Financial Independence – Celebrate Your Own Financial Freedom

Retirement can be tricky when you’re still in the planning process.  The idea of retirement should be full of hopes and dreams – plans to do or experience all the things you’ve wanted but haven’t had the time or money to achieve earlier in your working life. But on the other side of that coin… View Article

Get the Most Out of Your Golden Years

Retirement should be all about relaxation and enjoyment, but that doesn’t mean winding down. While helping ensure that you have enough money saved to live comfortably is a big factor for happiness in retirement, studies show that life satisfaction tops out at an annual salary of around $75,000 and that staying healthy, remaining socially active,… View Article

Always Be Prepared for the Unexpected

While retirement might bring about visions of life slowing down and getting far less complicated, both time and the experiences of past generations of retirees indicate that the only predictable thing about life is that it is often unpredictable.  No investment plan is totally safe from an economic crisis. And while the numbers on your… View Article

A Financial Professional Can Help Keep Your Retirement on Track

Goals and dreams for what you’ll do and experience in retirement are great, but how will you get there? A well-thought-out plan is important to providing yourself with the means to pursue what you want for yourself and your loved ones throughout your golden years. Saving throughout your working life and building a sizable nest… View Article

Volatility ≠ Losing Out

What goes up must come down, right? With the recent stock market volatility, many investors, especially those near to retirement, are left thinking “Do I leave my money in the market? Or would it be safer to pull out now?” There’s no crystal ball for the markets or the economy, but volatility doesn’t always have… View Article

Envision Your Ideal Retirement

If you’re entering or still preparing for retirement, it’s important to consider exactly what you want to get out of your golden years. It’s great to talk about dreams or create a “bucket list,” but having a set plan of what you hope to do in retirement – be it traveling, moving to a new… View Article