News & Updates

Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for

We’ve provided some online tools to help estimate life expectancy, a topic we discussed last week. We found three we thought we’d share, each with varying degrees of specificity:  Go through one or all three

One of the most important assumptions you will make when planning for retirement is life expectancy. While we can reasonably estimate each of our retirement income sources and dollar amounts, a crucially important variable we

When is the right time to retire? The answer to this, like every other decision you have to make in retirement, depends on your own personal needs and circumstances. The National Bureau of Economic Research

Here are a few factors to consider when you making your retirement income strategy: When it comes to paying taxes on contributions, Roth IRAs and traditional IRAs differ from one another. While both are tax-advantaged

We sometimes are asked who a fixed indexed annuity might be a good choice for, versus who might be suited to a variable annuity. And to answer that question, our attention was drawn to a

A study from the Center For Retirement Research looked into the decline in wealth for late boomers, and explored what may have contributed to it: “The results show that two factors were at play –

When we think of retirement, we often focus on how much money we have in savings. We often forget that retirement doesn’t necessarily mean having to deplete our savings, it means creating a retirement income

We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement approaches, your priorities may shift.

You may have heard the adage “you only live once” as it applies to pursuing opportunities and taking risks. But what does this saying really mean? While we agree that “you only live once”, you

We found an article recently from AARP that might interest you. It referenced a “safety-first” approach, which is something we have always believed in. The idea is to cover all of your essential expenses with

Whether you are approaching retirement age or are decades away, you need to be thinking about what the safest place is to keep your money. Too many times retirees are left empty-handed because they put