1. Why Downsizing Is A Great Retirement Strategy (And Some Tips If You Decide To Do So)

    Is living in your large home where you raised your family starting to not make as much sense? You might have three or more extra bedrooms that have been collecting dust. You’re watering a lawn and heating a home that you don’t use the entirety of anymore. On top of that, as we age, it can become increasingly difficult to handle everyday necessary tasks that you used to easily accomplish. It al…Read More

  2. Annuities Explained: Fixed Annuities

    Once again, we welcome you back to our series about the different options you have when choosing an annuity. As we’ve explained before, an annuity is a form of financial planning for your future, that guarantees you income one you have retired. Once you’re in the position to start thinking about planning for retirement, it’s important that you educate yourself on the different investments yo…Read More

  3. Annuities Explained: Immediate Annuities

      As you read in our last two blogs about annuities, we are going to continue talking about the different types that someone that is planning for retirement could choose from. The understanding we’ve gathered about annuities is that they are a type of retirement plan that guarantees income for the years to come. That income goes untaxed, and then is taxed when the funds are dispersed. Now t…Read More

  4. Realities of Planning for Retirement

    For those in their 20’s , retirement is mostly in  the back of their minds. Many millennials are simply trying to get by and keep their head above water, so how is it they can be expected to save money for retirement? Fortunately, even those who struggle to make ends meet can, at the least, consider retirement, or can find some guidance for making retirement savings a reality. But before that c…Read More

  5. What To Look For In A Financial Planner

    When it comes to choosing a retirement planner it can be hard to know what to look for.  Because you are looking to have the best plans and protection for your money and investments, it is important that you give it a lot of research. While researching for the right retirement planning company may be a long and arduous task, but it will also be a rewarding one. So when looking for the best fit fo…Read More

  6. The Reality of Retirement Planning for Millennials

    For those of us in Gen Y the thought of retirement is just that: a thought. So it comes as no surprise that most Millennials aren’t planning or saving for retirement. What’s worse is that according to CNBC 15% of Millennials believe that winning the lottery is a good strategy for saving for retirement and 11% expect the money to be given to them. These statistics are real and terrifying. But t…Read More