Retirement Planning

If you’re planning your retirement income, you might be wondering what the maximum Social Security benefit is. When preparing for retirement, most people are closely focused on the performance and projections for their retirement investment accounts. But equally important is having an approximate estimate of benefits from Social Security—another crucial leg of the retirement planning […]

How do you know when you need a financial planner, a money manager or either one? If you are considering hiring a financial advisor or money manager, it’s important to know the what the duties are of each. Financial advisors often wear many hats while money managers usually wear only one. Financial advisors, at their […]

If you’re about to call it a career, the last thing you want sent your way are retirement problems. You spent years socking away your hard-earned cash, so you better be sure it’s there for you when you need it. Besides employer fraud, there are several retirement program pitfalls you need to avoid. Here are […]

Lots of people ask, “When can I collect Social Security benefits?” I hear that question almost as often as “how much money do I need to retire?” If you’re planning your retirement, one factor you shouldn’t overlook is Social Security – even though many wonder if it will still be there. For most people, Social […]

You might be retired now or retiring in the next five years, or retirement might be a distant light at the end of a tunnel. It doesn’t matter where you are along this continuum. You should be accumulating the right retirement assets now, so when you stop working your income won’t stop too. There is […]

If you have an old 401k, you have an important decision to make. Should you leave it with your former employer, roll it over to an IRA or roll it over to a new employer plan or should you do a rollover to Roth 401k or Roth IRA?. (Actually, we’ll ignore this last question since […]