Articles and Brochures to Get You Started Planning for a Happy and Safe Retirement
The Changing Story of Retirement
Is retirement so much different now than it was half a century ago? Will it be much different in another 50 years? Can we learn from the past — taking both the good and the bad — and prepare ourselves better for the future?
Tax Strategies for Retirement– Buckets Create Tax Choices
All potential taxes need to be understood and planned for by those who hope to have a financially comfortable retirement.
Roadmap to Retirement– The Role Financial Products Can Play
Helps you assess your need for retirement income down the road and construct a strategy to help you work toward reaching your destination. In doing so, you will learn the role an annuity can play in your overall financial strategy.
Who, What, When, How? The Social Security Decisions
Given the large number of baby boomers set to retire over the next 20 years and the relatively smaller younger generations feeding Social Security payroll taxes into the system, it is important to make informed decisions about when to begin receiving Social Security benefits within the context of your overall retirement income strategy.
The Value of an Objective Opinion
More people may choose to work with independent financial advisors who are not forced to sell only the proprietary products of a single financial institution; rather, they generally have access to a larger selection of possible solutions to help clients work toward their financial goals for retirement.
Will You Have Enough Income in Retirement?
Income needs in retirement are unique to each individual – so only you can really say how much income you’ll need. We can help you ask the right questions to arrive at the number that makes sense for you.
Your Retirement Income Planning Checklist
There are many variables involved in creating a retirement income strategy for today’s retirees. This article outlines 10 things to consider when working with a financial professional to develop a retirement income strategy.
5 Retirement Planning Missteps to Dodge
Through the years, we’ve identified five common mistakes people often make before they hit retirement. See if any of these sound familiar.
