1. What To Know About Your Social Security Benefits

    One of the most common areas that pre-retirees and retirees have surrounds their Social Security benefits. For most people, they understand that they are entitled to some sort of a benefit, and they are estimating that based on years of receiving a ‘statement of benefits’ from the Social Security Administration. However, as you know, the program is much more complex. Common questions involve W…Read More

  2. Underestimating What You Need In Retirement

    As thousands of baby boomers rush into the retirement system each and every day, planning for the retirement you hoped for can be a tough task. After all, people have worked a lifetime in most cases to accumulate what they have – and ever before, until now, have they had to attempt to develop a plan that will help them spend some of their savings. Common questions revolve around whether or not y…Read More

  3. The CD Buyer’s Guide to Safe or Safer Alternatives

    As you already know, CD interest rates are still in the gutter. It has been almost ten years since CD’s were a viable growth option for your money. I know that many have held on in hopes that rates will come back. Unfortunately, if you have a CD that comes due this year or you recently had a CD renew, you know that rates are even worse than they were just a few short years ago. So, if you are lo…Read More

  4. The Top 3 Annuity Buyer Mistakes

    There are plenty of misconceptions prevalent on how annuities work and whether or not you should own one. Quite frankly, research shows that there are plenty of benefits to owning an annuity depending on your circumstances. However, due to the misunderstandings that are present and the lack of proper education on the front-side, most retirees and pre-retirees still shun the thought of an annuity f…Read More

  5. Overcoming Retirement Anxiety and Today’s Most Common Fears

    Retirement. It is a frightening word for many. It is definitely a big decision. Can you afford to retire? Are you ready? Thousands of baby boomers are asking the same question every day as they inch towards the next phase of their lives. As with any big decision, there is always fear of making a mistake. When it comes to living in retirement and the possibility of running out of money someday, the…Read More