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Read Recent Articles on Financial Planning
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.
Why Guaranteed Income Is Vital
Without income, there is no retirement – and the more sources of guaranteed income you have, the better the chance your retirement will be successful. Today Jon discusses how to manage your nest egg so it fits together for enough guaranteed income after you stop working.