Category: Retirement Planning

Every day brings you closer to the long-anticipated retirement dream. However, achieving this dream requires meticulous planning. According to the Employee Benefit Research Institute’s 2022 Retirement Confidence Survey, just 28%

Retirement evokes visions of serene afternoons on the porch, adventures to distant places, and casual rounds of golf. Without careful planning, however, retirement might not be as ideal as it

The dream of retirement draws closer by the day – picturing relaxing afternoons on the porch, travelers to far-flung destinations, and hitting the links for a round of afternoon golf.

Some retirees object to moving their cash from a low-interest-paying bank account or CD to another type of “safe money” instrument because there is no FDIC insurance on those financial

“Times are changing, society’s values are shifting, and the financial system is evolving. Are you still following 20th-century advice?” – Andrew Winnett  A rapidly-changing economy and constantly morphing financial systems

If you’re like most people, you are somewhat, if not entirely, burned out on the whole coronavirus situation. It’s understandable given the tsunami of confusing information directed at us over