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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
Eight Pillars of a Sound Retirement Strategy
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.
Digging Up the Sweet Benefits of Health Food Trends
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.
Protect Your Retirement From Sneak Attacks
Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.
Don’t Leave Your Long-Term Care Plan to Chance
According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages.
Fixing Eight Common Money Mistakes
Allocating enough for medical expenses, paying too much in fees, making the right investments – all of these and more could cost you when it comes to building a retirement nest egg. Jon and Karyn go over the most common mistakes when it comes to retirement finances and how to either fix or avoid them, so you can rest easy when it comes to your money.
Eight Retirement Money Assumptions
In planning for retirement, certain assumptions must be made in accounting for income, investments, longevity and the like. Today Jon and Karyn talk about the things which need to be taken into account and how to be sure they are well supported and applied the right way for any appropriate situation.
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