Retiring in 5 years
As you approach your retirement it is important to have a firm grasp on what your income stream will look like, what your tax obligations will be and what accounts you should draw from first, second, third. On top of the logistics, this is a time to consider how you will find fulfillment in this new chapter. We can help.
Retiring in 10 years
You still have time to add growth to your retirement savings. Properly investing your income and utilizing financial vehicles such as life insurance, annuities, asset allocation and tax management can help to position you and your family for a comfortable retirement while ensuring you leave the legacy you want to leave.
Retiring in 15 years
Though your retirement may feel like a distant or intangible goal, we all know how time can fly. Setting up a plan for the rest of your career and learning how you can make your hard-earned dollars work for you now and in the future is an opportunity not to be passed up. If you are considering your long-term plan and what you can do to save as much as you can, grow as much as you need to and pay as little in taxes as you have to, then we should chat.
Read Articles and Listen to Radio Shows that Discuss Retirement Planning and More
Correcting the Ship When There’s A Market Correction
The stock market went through a recent period of strong volatility, the first one in a while, reminding us that your nest egg may be vulnerable to losing some portion of its value. Jon is joined by Karyn Damschen, the insurance specialist at Retirement Evolutions, to talk about ways to get back on track and stay there when the market goes haywire.
Will Your Family Be Okay If Something Happens to a Breadwinner?
What would happen to your family if the breadwinner passes away? Will you have enough money? If that person also oversaw the finances, how can you best determine how to manage them? Today Jon goes over a number of steps you can take to be sure any family is prepared in the event of something unforeseen.
Ten Ways to Make Your Money Work Harder
Folks heading into retirement seem to always be wondering how to make sure their nest egg has everything they need. Today Jon goes over ten different ways to get more out of your retirement assets that may not seem obvious, such as correct Social Security timing, or proper tax planning, and many more.
Are You Taking On Enough, Too Much or Just the Right Amount?
We’re talking about risk – does your portfolio have too much, not enough, or just the right amount? Risk is something each individual must have determined for themselves, and today Jon talks about the best ways of accomplishing this, as well as how to minimize it if you are close to retirement and need to reallocate your next egg funds.
Money Resolutions to Benefit You in 2018
With the start of a new year comes the ideas surrounding improving your financial life and, more specifically, your plans for retirement. Today Jon goes over some resolutions you might have to help make that happen – solid ideas you can pick and choose from to benefit your plan going forward.
Making Sense of the Stock Market Roller Coaster
The stock market, even with its recent run-up, remains volatile and unpredictable. Today Jon talks about what this means for folks saving for retirement, and that they would be better off looking at the big picture rather than trying to keep track of the day-to-day market movement.
Are you ready to secure your envisioned retirement?
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