News & Updates

Independent Living

Sometimes when we think of our later years in retirement, we forget to reflect on what savings we will need beyond the monthly costs of healthcare, rent, food, etc. at an independent living facility. We

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Retire In 10 Years

“If you want to retire in 10 years it might be possible. But it’ll require some work.” The opening sentence of this week’s article caught my eye as getting finances in order now to meet

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Tips for Saving Money After Retirement

We thought to share this week’s article with you because it discusses 27 tips for saving money after retirement. It’s important to remember that “it’s never too late to save, even after retirement.” The author

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Capital Gains Taxes Explained

We’ve received calls asking to explain capital gains taxes so we thought this week’s article might be of interest. It tells us, “There are two categories of capital gains: short term (assets held for a

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Savings By Age

We enjoyed reading this week’s article because it provides useful information that applies to the different generations in any family. Saving money is an interesting conversation because while it usually involves the idea of needing

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Saving Vs. Spending

This week’s article asks the question, “When do you stop saving and start enjoying the fruits of your labor?” We could help you understand at what age you can start to transition from saver to

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We Have An Idea

This week’s article includes 4 ways for us to prepare and save enough to retire in 10 years. But we have the 5th idea, not mentioned in this article! As you accumulate savings meant to

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Eliminate the Guesswork

A survey released in 2019 found that 46% of Americans are guessing at how much money they need for retirement. With increasing life expectancies and financial uncertainties, guesswork is playing a big part in determining

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The Best Day to Start Saving

This week’s article tells us: “The best day to start saving is today, even if you can save only a little bit.” The math is very interesting and worth the read. The article explains, “If

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Rethinking Retirement Savings

We came across an article written in the Harvard Law Review and thought to share it with you all. This article discusses rethinking retirement savings and puts into context how much money we have in

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Starting to Worry Again?

Are you holding your breath starting to worry about the market again? Fortunately, you can build a diversified portfolio with principal protection. Our team at Turney Financial Group, LLC can assist you in building your

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The New ‘Life-Is-Short’ Mindset

This week’s article explains how affluent Americans are rushing to retire sooner than they had originally planned due to the new ‘Life-Is-Short’ mindset, a product of the pandemic. Even if we now have the ‘Life-Is-Short’

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Benefits of Fixed Indexed Annuities

As a reminder when you are considering where you can place your hard-earned savings to generate a guaranteed income, remember that FIAs are insurance products that can guarantee income over a period of time —

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The New Retirement

As we are starting to emerge without masks, this week’s article discusses the ways that COVID-19 has impacted the economy and retirement. “COVID-19 has accelerated many of the trends that were already challenging the outdated

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Retirement Calculator

This week’s article includes a retirement calculator to assist you in determining whether you are successfully targeting what you need for a secure retirement. It even includes information about Social Security (which is calculated on

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It’s That Time Again

We’ve found an article that offers a recap of changes in tax laws that have come into play for the first time: The 2020 return deadline now being May 17th The acknowledgment of the impact

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Limited Time Bonus

Did you hear? A major insurance carrier is offering a larger than ever BONUS on one of its products. It’s too good, and only offered for a limited time! Call us so we can provide

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