Latest News
Honesty is the best policy for retirement planning
Everyone loves an optimist, but an overly optimistic retirement vision which leaves out certain realities can be devastating. It’s vitally important to be honest about your retirement expenses and especially about your retirement savings, as this Kiplinger article by John…
Young workers’ mistakes could destroy their retirement dreams
It’s really hard when you’re young and embarking on your career to even think about a retirement that could be 40 or more years away. And when the financial challenges of starting a family, buying a house or paying off a…
Your retirement plan should include more than just money
When planning for their retirement a lot of people know what they want to retire from, such as an unrewarding job, a long commute, or simply “the rat race”. But far too many people don’t really plan for what they…
Check your benefit statement from Social Security
You may need to request it, because Social Security stopped automatically mailing statements to people under 60, but you should regularly request your benefit statement and review it carefully as part of your retirement planning efforts. This Chicago-Tribune article by…
Scam warning from the Social Security Administration
Social Security’s Inspector General has issued a warning to senior citizens about a phone scheme targeting former clients of a Kentucky disability lawyer. The lawyer, Eric C. Conn, has fled prosecution after pleading guilty to defrauding Social Security. The phone…
Educating Yourself about Social Security
Social Security benefits for many Americans is the core of their retirement income so by educating yourself about Social Security, you can ensure that you claim the maximum amount to which you are entitled. Read article here… Notice: The link provided…
Best Advice on Ways to Save More for Retirement
In the 70th-anniversary issue of Kiplinger’s Personal Finance, they list their best advice on ways to save more for retirement. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL (internet…
You Should Consider Taxes when Choosing a Place to Retire
Along with sunshine and golf courses, taxes should be on your list when it comes time to choose your retirement haven. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…
Retirement Security Act
U.S. Senator Susan Collins (R-ME), the Chairman of the Senate Aging Committee, and Senator Bill Nelson (D-FL) introduced the Retirement Security Act. This bipartisan legislation would help small businesses offer retirement plans to their employees and encourage individuals to save…
Here’s what NOT to do for a successful retirement
Most advisors and nearly all advice columns I’ve read give lengthy advice on the things everyone planning for their retirement should do to be comfortable when those golden years arrive. This article by Gary Mastrodonato of Masters Wealth Management Group…