• Retirement Planning

The Top 10 Retirement Planning Excuses

How does the saying go? The best time to plant a tree is 30 years ago. The second best time is … TODAY.
By |April 11th, 2016|Financial Article|

Reassessing Retirement Assumptions

What makes financial sense for some baby boomers may not make sense for you.
There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are no […]

By |April 30th, 2013|Financial Article, Financial Planning|

How Much Retirement Income Will You Really Need?

Many people underestimate lifestyle costs, medical expenses and inflation.

What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated, but that doesn’t mean it’s true for […]

By |April 13th, 2012|Financial Planning|

The Latest on Social Security

Benefits increase for 2012. Ideas for reform are numerous.

Social Security gets its first COLA since 2009. As moderate inflation has made a comeback, the federal government has decided to boost Social Security benefits by 3.6% for 2012. This means an average increase of $39 per month for 55 million Social Security recipients ($467 […]

By |October 27th, 2011|Financial Article, Financial Planning|

Could Your Social Security Income Be Taxed?

A closer look at the provisional income rules.

Many new retirees assume that Social Security income is tax-free. That is not always the case. The Social Security Amendments of 1983 opened the door to taxes on some SSI, depending on the amount of income someone earns in a calendar year.1

How much of your SSI […]

By |October 13th, 2011|Financial Planning|
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