retirement – Page 2 – Retirement Evolutions | Retirement Planners and Financial Advisors Tuscon, AZ

Striking the Right Balance for a Successful Retirement

We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.

Essential Money Questions to Answer Before You Retire

There are a number of things you absolutely need to know before you make that move into retirement. What kind of lifestyle are you looking for? How much money will I need to save? How long will my retirement last? Today Jon and Karyn help you identify the questions you need to ask yourself – and then help with ways to provide the answers you need as well.

Financial Considerations for Centenarians

Have you thought about the idea of living to age 100? Many have not, but in case it happens, your financial plan needs to make your money stretch out that long, or maybe even longer. Today Karyn goes solo to tell you about longevity risk – the idea of outliving your money simply by living too long. She also outlines some ways to help you extend the life of your retirement savings, including managing Social Security, investments and other instruments of savings properly, just in case you might become a centenarian.

Key Financial Steps for People About to Retire

Are you about to retire? Or is it at least on the radar? If so you will want to listen as Jon and Karyn go over several key steps which need to be taken to assure your portfolio is ready and your income strategy is correct to provide you the money you’ll need to last 20, 30 or perhaps 40 years.

Getting the Facts Straight on Social Security

You may think you know everything there is about Social Security, but even today in the Information Age there are myths and misinformation that persist. Today on Radio Evolved, Jon and Karyn go over several long-held ideas concerning Social Security and explain the facts as well as dispel the myths so you can get the absolute most from your benefits.

The Building Blocks of a Confident Retirement

Some people still have a traditional pension waiting for them to provide retirement income, but most do not. There are many strategies and options available to build one for workers who don’t have one available. Jon and Karyn take a look at straightforward steps you can take to build that lifetime retirement income using many different sources – Social Security, home equity, real estate holdings, annuities, and more.

Four Areas of Retirement Where Professional Advice Can Be A Difference Maker

Many things can be done on your own for retirement planning, but there are areas where having a trusted financial professional can be a great benefit. Today Jon and Karyn go over four specific areas such as Social Security optimization, tax diversification, and others, where professional help can help maximize your ability to be sure the income is there for your post-working years.

Seven Steps to Help Prepare Your Assets for the Next Market Downturn

The stock market is remaining strong as we enter the final months of 2018 – but it eventually will start a downward trend of some kind. Today Jon and Karyn talk about the proper steps to take to be sure your investments for retirement are positioned so when this does occur, losses can be kept to a minimum and your nest egg stays safer to preserve your funds – and maybe even preserve your retirement.

Assuming Responsibility | 8 Financial Assumptions for Building a Stronger Retirement

People need to make certain assumptions about their money to build a solid retirement foundation. This often includes investments, expenses, income needs and more. Today Jon and Karyn discuss what all of these are, why they are important and how to address each area to be sure you have what you need – when you need it.

Six Steps to a Smooth Financial Transition from Work to Retirement

Are you really prepared to make the transition from work to retirement? Today Jon and Karyn talk about the preparation needed to make sure it works – especially involving retirement income, protection from high costs of health care, asset allocation and more.