Author: Frank

Do You Still Need a Financial Plan in Retirement?

If you’re like most Americans, you’ve probably done some level of financial planning during your lifetime. According to a study from the Certified Financial Planner Board of Standards, 90 percent of Americans use some form of planning to reach their goals. Some do a limited or basic amount of planning, while others approach their finances […]

April 25, 2017 News

Tax Time Retirement Review

It’s almost that time of year again: tax time. If you’re like many Americans, you’ve been collecting 1099s and W2s, organizing documents and getting your financial house in order. Since you’re already organizing and reviewing all of your financial documents, this could be a great time to take a fresh look at your retirement income […]

April 10, 2017 News

Could You Outlive Your Savings?

Most people dream of living a long, happy retirement. But what happens when your retirement lasts longer than you expected? Unfortunately, that’s a question that many retirees will have to answer in coming years. than you think. Recent studies show that people are living longer than ever, thanks to advances in medicine and technology. A […]

March 23, 2017 News

4 Strategies to Minimize Your Tax Bill in Retirement

The goal of any retirement plan is to protect your financial stability after you stop working. One of the best ways to achieve that goal is to minimize your expenses. Many retirees cut back on spending, downsize to a smaller home, and take many other steps to reduce their expenses after they retire. Taxes is […]

March 10, 2017 News

What Do You Want to Accomplish With Your Estate Plan?

Most people look at estate planning as something only the very wealthy need to worry about. The truth, though, is that estate planning is important for anyone who wants to leave a legacy for loved ones. There are a number of potential risks that could erode your legacy and create complications for your loved ones. […]

February 21, 2017 News

Changing Jobs? Keep Your Retirement Planning On Track

A job change is a significant event in anyone’s life. It can be an exciting time, but it can also be a chaotic time. If you’re in the middle of a job switch or are actively looking, chances are you have a lot on your plate. With so many things to think about, it’s easy […]

February 10, 2017 News

What’s Your 401(k) Distribution Strategy?

If you’re like many Americans, much of your retirement assets may be held in your 401(k) plan. Over the past several decades, the 401(k) has become a widely offered, popular employer benefit. Because of its tax-deferred growth and potential for employer matching contributions, the 401(k) can also be a very effective asset accumulation vehicle. For […]

January 25, 2017 News

3 Signs That Retirement Planning Should Be Part of Your New Year’s Resolutions

According to a recent study from the University of Scranton, more than half of all Americans make New Year’s resolutions. The most common resolution? Weight loss, followed by getting organized, and then saving more money. Unfortunately, only 8 percent of us actually achieve our resolutions.1 If you’re considering a resolution for 2017, think about choosing […]

January 10, 2017 News

These 3 Emergency Expenses Could Sink Your Retirement

Sometimes it seems like whatever can go wrong, will go wrong. Emergencies happen, and they usually bring significant costs. This may mean bad news for your retirement funds. When unexpected expenses crop up, they can cause serious challenges for retirees. They have the potential to throw your entire retirement plan off the rails. That’s why […]

December 21, 2016 News

Retirement Planning Tips for Your Recent Inheritance

If you’ve recently inherited a sizable asset, using it to plan your retirement can help make your financial future more secure. For many people, achieving the financial security to enjoy a comfortable and worry-free retirement is a major source of concern. It’s also common knowledge that the sooner you start planning for retirement, the better […]

December 9, 2016 News
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