Financial Planner Q&A . . . What You Should Ask.

Many people spend more time planning their vacations than they do planning their retirement. Why? For the most part, it’s because people just don’t know what to ask or how all of the pieces of one’s financial puzzle fit together. So, what should you ask your financial advisor? First, take an honest assessment of your current circumstances and define what … Read More

Are You Ready For Retirement?

Getting ready for retirement is ideally something done many years before you actually walk away from the job. Unfortunately, many people wait until they are close in and have inadequately prepared for the financial requirements needed to support this big, life-changing event. In fact, it’s a good bet that most people spend more time planning their vacations than their retirement. … Read More

Are You Secure in Your Knowledge of Social Security?

For the millions of Baby Boomers entering retirement, there are many questions and a great deal of confusion surrounding Social Security. Before signing up, have a clear understanding of the many issues involving your benefits, including: • how to apply for them, • how they are calculated, • how and when to take them, • how they are taxed, • … Read More