I have never seen so much confusion and negative conversation about any financial product in my 30 years of being a Financial Advisor–the market-based annuity. This article is meant to shed some light on when an annuity could work for your retirement plan while also addressing its downsides. Given the hundreds of annuities available to […]
Are employee exits burning a hole in your company’s pocket? Employee turnover isn’t just about bidding farewell to a familiar face. It’s about the monetary implications–the real costs of employee turnover– that are both evident and concealed beneath the surface of your business. The modern employee doesn’t just work for today’s paycheck. They’re consistently looking […]
As we come to the end of summer, this is a fitting time to reflect upon and re-evaluate the health and direction of our financial estates. Regular checkups and a detailed estate planning review, are paramount in a shifting financial landscape, ensuring your wealth is not only preserved but also flourishes. Understanding the Current Tax […]
College education, once deemed a golden ticket to upward mobility, has transformed into a costly pursuit. As rising college costs continue to do just that–rise exponentially–the average American family grapples with the prospect of sending their child to college. How did we get here, and how do we navigate these soaring costs? Enter the 529 […]
The end of summer brings mixed emotions for many parents. As kids head back to school, it’s the perfect time to ensure that you have adequately funded your child’s college education and addressed any open issues in your family’s estate plan. Here are some essential estate issues that warrant your attention: 1. Retirement Planning and […]
It’s been an interesting year. Roughly six stocks have produced the majority of the Nasdaq’s gain this year, while most equities remained static. Fortunately, the majority of our investors are profiting, transforming a flurry of negative emails into positive ones. The question posed to me frequently is this: Is this situation temporary, the advent of […]
Retirement planning doesn’t have to be boring, and investing doesn’t have to be scary. Originally Published on BoomerBuyerGuides.com
As the lower-paid sex, women have no shortage of insecurities about their retirement finances. Only one in five working women feels “very confident” of being able to retire comfortably, the Transamerica Center for Retirement Studies reports in its annual retirement survey. More than half say they don’t earn enough or have too much debt to […]
Retirement can change everything. So can grandchildren. A new study that looks at the transitions made by older workers finds that the odds of relocating after they retire to be closer to their adult children increase from the pre-retirement years – 16 percent of recent retirees do so. Some people make these moves, to within […]
For many baby boomers, retirement is just around the corner. And, while retirement can be a time of rest and relaxation, it’s also important to consider how you’ll generate income during this stage of life. For many people, that means relying on assets such as savings accounts and investments to produce a reliable stream of […]
