Take Control of Your 401(k) Rollover

Oftentimes, 401(k) plans are filled with poor investment decisions and high fees. And, depending on the company you work for, you might not have been given the proper information needed to carefully evaluate your 401(k) options. Rolling your 401(k) type balances out of your plan at age 59½ may allow you to take better control [...]

2021-11-29T14:30:55+00:00November 29th, 2021|Retirement Income|

Investment Plans: The Before and After

Your investment mix and overall investing plan are essential components of a safe, secure, and enjoyable life in retirement. If you don’t have an investment plan and aren’t sure what to do at the moment, keeping investments in cash may be appropriate before you have a plan to execute. And, if you do have an [...]

2021-11-22T14:10:15+00:00November 22nd, 2021|Financial Planning, Investments|

Take Stock in Your Retirement Investing Strategy

As you find yourself at, near, or in retirement, it is extremely important that you take stock or ownership in your investing strategy. In addition, you’ll want to find and work closely with a trusted financial professional to routinely review and potentially modify your investment mix. First, it is important to look at your employer’s [...]

2021-11-15T14:20:12+00:00November 15th, 2021|Retirement Planning, Stock Market|

Attention: This is an Important Retirement Message

Have you ever tuned out an important message because you’ve heard it so many times before? It happens all the time because our brain determines that since we’re already familiar with this information, there’s no need to pay attention to it. I was thinking about this recently as I sat on a flight awaiting takeoff. [...]

2021-11-08T12:35:41+00:00November 8th, 2021|Retirement Planning|

Testing the Flexibility of Your Retirement Plan

It’s natural for your tastes to change over time, and I’m not just talking about food. We all evolve and change over time, and that’s a good thing. Change gives us the opportunity to try different things and have new experiences. Some of the most extreme changes I’ve witnessed have been with retirees. After unleashing [...]

2021-11-01T12:28:56+00:00November 1st, 2021|Retirement Planning|

Do You Have Too Many Eggs In One Basket?

When selecting a financial advisor to work with, it is important that your advisor is someone that you can trust. Building and maintaining the relationship with your trusted advisor can be extremely valuable. If you currently work with an advisor, make certain they are fiduciary licensed. As a fiduciary advisor, they have an obligatory duty [...]

2021-10-25T11:41:21+00:00October 25th, 2021|Financial Planning|

Don’t Forget Your 72nd Birthday!

One of the biggest falsehoods about retirement is that it’s a time when you have no further obligations. While it’s true that you may not have to go to work, you still have some serious responsibilities that can’t be ignored. One of those obligations that sometimes catches retirees by surprise is the Required Minimum Distributions, [...]

2021-10-18T12:54:41+00:00October 18th, 2021|Retirement Planning|

Who’s Acting In Your Best Interest?

There are certain times in life when you feel really vulnerable as a consumer. These situations usually involve a specific area of expertise that the general public might only have surface-level knowledge. At some point or another you may find yourself at the mercy of a plumber, electrician, contractor, mechanic, jeweler, or anyone else with [...]

2021-09-28T01:26:00+00:00September 28th, 2021|Financial Planning|
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