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Read Recent Articles on Financial Planning
The Three Stages of Retirement
The go-go, slow-go and no-go stages of retirement each have their own lifestyle needs and financial considerations. Today Jon and Karyn talk about how to plan for each, what your money likely will go for, and how to make sure you have enough of it when and where you need it.
The Biggest Retirement Myths – Debunked
There are eight big retirement beliefs that actually are not true, and they cover topics like Social Security, investing strategy, and even financial professionals in general. Today Jon discusses these areas and more that you should be aware of so that you and your retirement savings are not led down a primrose path.
Three Keys to Keeping More In Your Pocket
There are plenty of hidden costs for retirement accounts – fees, commissions, trading costs for mutual funds and other securities, and many others. Today Jon and Karyn talk about what these are, how they are buried or maybe not even listed on your statement, and how knowing what these are and how to work around them could save you a lot of money for your retirement.
The New Tax Law and You
The Tax Cuts and Jobs Act of 2017 could be the most significant overhaul of U.S. tax policy in thirty plus years. How will it affect you when it fully takes effect for next year? Today Jon and Karyn discuss the winners and losers, the things which remain deductible and those which may not be any longer, and how you can plan for the new rates and how to take advantage of things this year to be sure you pay fewer taxes next year.
Is Your Balance Sheet Healthy Enough For Retirement?
Many people pay attention to things they can do to improve their physical health – but what about your financial health? Today Jon, along with associate Karen Damschen, discuss ways to make sure your money is in good shape. They go through various steps to assess the health of your finances, then to strengthen them by increasing savings and making sure things like health care costs are taken care of, among others.
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.
Are you ready to secure your envisioned retirement?
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