Putting together a successful retirement strategy that takes into consideration investments, taxes, income needs (including social security), medical/healthcare needs and estate planning is like fitting together the pieces of an intricate puzzle. The one major difference in this metaphor is when it comes to your retirement puzzle, some of the puzzle pieces are constantly changing! […]
Annuities: Fact and Fiction Read More »
There is a significant retirement savings gap going on in America. Where do you stand regarding retirement savings? According to this survey by the Transamerica Center for Retirement Studies, the median retirement savings by age in the U.S. is: Americans in their 20s: $16,000 Americans in their 30s: $45,000 Americans in their 40s: $63,000 Americans in
Are You Saving Enough for Retirement? Probably Not! Read More »
This the final article in a four-part series on common retirement planning mistakes and how to avoid them. Over the last three articles (part 1 here, part 2 here, part 2 here), we have visited three common misconceptions about retirement planning: Retirement strategies are just for the wealthy Putting away a consistent amount of money
