Avoiding the 7 Retirement Traps

retirement traps

7 Retirement Traps You Should Avoid You have saved and invested for decades and you are gearing up for retirement, or maybe you have already left your job. While the idea of leaving your career behind may be appealing, it is a monumental change that can also be unsettling for some folks. You will be […]

7 Financial Resolutions to Get You Started in 2021

2021 New Year Resolutions

7 Financial Resolutions to Get You Started in 2021 As we enter a new year, we tend to look back at our successes, our challenges, and new goals for the upcoming year. Without a doubt, we all faced challenges in 2020. But I believe we can all herald personal victories, too.  I’m convinced most of […]

Financial Planning Advice – A Handy Checklist for Year-End

Year-End Checklist

Financial Planning Advice A Handy Checklist for Year-End Our year-end planning tips have proved to be very popular, and we are updating it again with 9 smart financial planning and investment moves that will be helpful in to you before this year comes to an end.  1. Portfolio management – Review your income or investment […]

Annuity

We have identified 8 Variable Annuity Warnings that you should be aware of with variable annuities.

8 Financial Planning Tips for Baby Boomers in 2020

financial planning opportunities

Running Out Of Money In Retirement The end of the year is fast approaching. As the calendar days march toward 2021, let’s keep in mind that there are several ideas we should review as you work to get your year-end financial house in order. While procrastination is tempting, remember how checking items off our ‘to-do’ […]

#1 Secret for NOT Running Out of Money

sequence of return risk

8 Financial Planning Tips for Baby Boomers In the good old days American workers could retire with a guaranteed benefit from Social Security, or a guaranteed lifetime pension. If an amount of savings was invested in the stock market it was likely to earn gang buster returns.  Needless to say, retirement planning is more complicated […]

Morningstar and Retirement Planning

Morningstar and Retirement Planning In this post, we’ll explain the first step in using Morningstar for your retirement planning. As a result you will determine the amount of money exposed to the stock market using Morningstar. What is Morningstar and Why Does it Matter in retirement planning? Morningstar is an investment research company. They gather […]

5 Key Differences Between Your IRA and 401k

Is it Too Late to Make Changes to My 401k There are many different types of retirement plans. Two of the most popular are IRAs and 401ks. They share some similarities such as lowering your tax bill, tax-deferred growth and later in life help to supplement income for retirement. But there are also many differences. […]

10 Steps to a Better Retirement

10 Steps To A Better Retirement How do you prepare for retirement with a few simple steps? This week, Aaron Britz is sharing 3 tips you can utilize to upgrade your retirement plan and get more of what matters to you. Video Transcript Today, I want to share with you something today that we put together […]