Monday, 27 January 2020
Whether at home, work or on a cell phone, it's a scenario in which many Americans have found themselves: answering a phone call only to find out it's from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent years. The Federal Communications Commission (FCC) ranks unwanted robocalls highest on their list of consumer complaints.1
Monday, 06 January 2020
Planning to retire in the next five years or so? Take these key steps today to better position yourself for this life-changing event.
1) Set Your Target Date
You don’t have to etch the date in stone, but you do need a timeline to measure your progress.
- Consider a phased retirement, which lets you transition from full-time work to reduced hours.
- Talk to your employer about how reduced hours will affect your pension, health insurance, and other employee benefits.
2) Envision Your Retirement
Think about what you want to do in your golden years.
- Be realistic in what your lifestyle will be like as you age.
- Think through any additional expenses you may incur.
- Share your vision so we can understand where your accounts should be as you move through your pre- and postretirement years.
Monday, 06 January 2020
On Friday, December 20, the SECURE Act (officially titled the Setting Every Community Up for Retirement Enhancement Act) was signed into law. We will review some of the key highlights of the new law.
Sunday, 20 October 2019
Established by Congress in 2006, National Retirement Security Week is designed to elevate public knowledge about retirement savings and to encourage employees to save and participate in their employer-sponsored retirement plans. What better time to review the benefits of your retirement plan and determine if you're making the most of them?
Monday, 07 October 2019
Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the book titles that have accumulated on your to-read list, or finally being able to volunteer enough of your time to make a difference for your favorite charity. But there’s no doubt that the journey to retirement is long and winding—and, as with any journey, you’ll encounter challenges along the way before arriving at your desired destination. Adopting good financial habits is a must for plotting a successful retirement journey. Let’s explore five positive ways to get—and stay—on the right track.