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Retirement Planning Library

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Retirement Planning Library

When to take Social Security

When to take Social Security

On August 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law to help combat unemployment and guarantee income for retirees. Roosevelt acknowledged the limitations of the act, stating, “We can never insure one hundred percent of the...

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Sit. Stay. Rollover.

Sit. Stay. Rollover.

With just some basic preparation, you and your financial planner could have your retirement fund trained to overcome obstacles with the grace of a champion pedigree.   Is it possible to train your retirement plan? We think so. Maybe you’re about to change jobs,...

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IRA Basics

IRA Basics

Individual Retirement Accounts (IRAs) are a crucial component of many retirement plans.   As the first wave of the baby boomer generation begins to enter retirement, the focus on a comprehensive retirement plan has never been more prevalent. Most financial...

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Banks, Annuities and the Stock Market

Banks, Annuities and the Stock Market

As you research retirement income planning options you will encounter several common strategies.  It’s important that you understand the pros and cons of each one before you choose. Here is an overview of what you are likely to see: Put it in the Bank:  Putting all...

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Impact of Health Care on Retirement

Impact of Health Care on Retirement

Will health issues force you to retire earlier or spend your nest egg quicker than you planned?   Nearly half of Americans retire sooner than they expected, most of them because of health issues or disability, according to the Employee Benefits Research Institute’s...

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401(k) Distribution for Retirement

401(k) Distribution for Retirement

How you will take your 401(k) distributions when you retire can be an important consideration in executing your post-retirement plan.We all look forward to the day when we can finally kick back, relax and collect our carefully-planned and hard-earned retirement...

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Saving for Retirement Expenses

Saving for Retirement Expenses

Heather and I recently attended a retirement planning conference in Boston, and one of the speakers explained an eye-opening formula that I thought was thought-provoking. He put these numbers up on the screen and asked if anyone in the audience could tell him what...

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