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Getting it Right

May 4, 2023

Sometimes it is best to start with the basics. If you are planning for retirement are you contributing enough to your 401(k) to get your company’s full employee match? Think of it as free money. Have you paid off high-interest rate debt you may be carrying....

Refresher

Jun 7, 2022

From time to time it is a good idea to review the basics. This week’s article does just that. Take a look and see if you agree that it does a good job of discussing the many types of annuities, the nature of the underlying investment, the primary purpose of an...

Adjustments

Jun 1, 2022

While inflation has certainly been in the news lately, one topic that doesn’t seem to be discussed all that often is private pensions, unlike Social Security payments, typically don’t offer a cost-of-living adjustment that keeps pace with inflation rates. While State...

Some things never change

May 18, 2022

“On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today’s savers are facing some challenges that previous generations didn’t have to worry about.” Those...

Where you end up focusing

May 11, 2022

Tax-advantaged accounts, or qualified accounts, allow your portfolio to grow without the impact of taxes, a major benefit when it comes to savings for your goals. For retirement, there are multiple account options to choose from, and tax rules will most likely vary...

Know your proverb

Apr 27, 2022

Slow and steady wins the race is an idiom we have all heard, but rarely do we think to apply it to how we approach retirement planning. Taking a slower, more consistent approach often leads to a better outcome. It is easy to forget that and to take risks in order to...