Retirement Planning

If you are like many of us and recently found yourself sorting through numerous documents to find papers needed for your tax return, then you may be ready to get organized. Finding all the documents our accountant needs in order to prepare…

In many ways, retirement feels like crossing the finish line of a very long race. It’s the milestone that we all work towards throughout our careers. But it’s important not to retire too early. Doing so could make it difficult to enjoy your newfound freedom…

If you’re thinking about retiring in the next few months or years, then chances are, there will be a number of different factors affecting your decision. As well as considerations about how retirement will affect health and happiness; it’s also now necessary to take into account…

There is no part of life that can be experienced in a vacuum. Each decision you make impacts other areas of your life. I know, for instance, that if I have a glass of wine, it will trigger a migraine, and I will be wiped out for three days…

Several years ago, my husband and I took a retirement class. This was not one of those fancy dinners in an expensive steak house given by investment firms looking to solicit business, but an actual class taught through a university extension…

Retirement is an exciting time for us independent adults with its endless possibilities for travel, entertainment, and new friendships. But when it comes time to decide where to live during those later years, it’s important to take all options…

One of the major concerns for those entering into retirement is no longer having a paycheck. In addition, there is a normal fear of running out of money and having to spend what we spent a lifetime saving. One of the primary issues is…

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail…

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there…

Boomers are bombarded daily with advertising messages that attempt to influence us. Recognizing some of their tactics can make us less susceptible. It is rare that someone in the business world describes these tactics in detail…