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Knowing what your retirement will look like in the event that you lose your spouse can be challenging. Let us help you organize  Social Security, 401(k), IRAs and pension plans and put together a cohesive roadmap to your income and investments.

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Read Recent Articles on Financial Planning

The Right Way to Treat Your 401K

October 23, 2017

If you have a 401K it is important that you treat it properly to avoid costly mistakes when dealing with this valuable asset. Today, Jon covers ways to properly manage your 401K and how to maximize the benefits it can provide your retirement.

Eight Topics That Involved Retirement Planning

October 17, 2017

Today, Jon discusses eight topics that may get overlooked in the retirement planning process, yet are crucially important to address in order to achieve a successful retirement that meets your unique needs.

Income Strategies for an 8,000-Day Retirement

October 12, 2017

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement or already retired, a milestone that’s generally perceived to come late in life. But consider this, there are approximately 8,000 days in today’s average retirement. That’s approximately the same number of days from:

  • Birth to college graduation
  • College graduation to mid-life crisis
  • Mid-life crisis to retirement

Eight thousand days translates to about 22 years. That may seem long for retirement, but it’s actually quite common these days: Retire at 65 and live to 87; retire at 70 and live to 92; retire at 80 and live to 102. More people are doing this all the time.

Make Your Retirement Strategy A Routine

October 10, 2017

Developing a retirement plan is a dynamic process. The best retirement outcomes tend to be those where the person follows a process or routine. This boils down to a simple 5 step cycle: plan, diversify, revisit, rebalance, and repeat. Today, Jon discusses what each of these steps is comprised of and how to integrate them into your retirement planning routine.

Indispensable Income Sources for Retirement

October 3, 2017

The most common fear associated with retirement planning is outliving your money. Today Jon discusses the most common sources of retirement income and ways in which to make sure that you do not come up short in retirement.

When an Annuity Makes Sense

September 26, 2017

With the decline of pensions and concerns about Social Security, the topic of annuities has recently come to the fore. Today Jon talks about the social, cultural, and financial reasons for this shift and what it can mean for your retirement.

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