Category: Retirement

Is Eldercare in Your Future?

January 4, 2018 / 4:35 pm


By definition, eldercare refers to the services that elderly people require as a result of age-related physical or mental impairment. In reality, eldercare is much more than that, and extends to the physical, emotional and oftentimes financial support of aging members of our family and community. According to US Government Statistics, there are currently 46.2 million Americans over age 65, …

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Tax Planning for Retirement and Beyond

December 28, 2017 / 4:37 pm

tax planning

Death and taxes, the only two certainties in life! Unfortunately, taxes don’t stop just because you stopped working. Taking the time to review your sources of income in retirement and how those sources are taxed can make a big difference in when and how you decide to withdraw against your investments. Know What You Have And How It Is Taxed …

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Planning for Social Security

December 21, 2017 / 3:28 pm

social security

Social security is like a mythical beast. You know all about it but you don’t really understand it. It’s been part of your life forever, but you’ve never really experienced it. Apart from working for the majority of your adult life and “paying into the system”, there really isn’t too much you can do with regard to planning for social …

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Retirement Planning: 5 Important Things to Consider

December 7, 2017 / 12:07 pm

retirement planning

It is commonly said that you are never too young to start planning for retirement. And while that is true, particularly from a savings and investment perspective, there are a number of things that become more important to consider as you get closer to actual retirement. Debt Consolidation One of the first things to review, if you are planning for …

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Numbers You Need to Know for Retirement Income Planning

December 5, 2017 / 1:38 pm

income planning

Income planning for retirement can be overwhelming, especially since everyone has a different vision of what retirement looks like. For some it’s a modified version of their professional years, for others it means travel and adventure. However, the one common denominator is you still need income. Making the shift from saving for retirement to actually using the money you have …

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