Bond prices and interest rates work like a seesaw – when interest rates move up, bond prices move down. Where do interest rates go from here?
Inflation is a hidden tax that effects everyone! Just look at how the cost of a postage stamp has increased over the last few years. It’s important to consistently take the pulse of our investments to make sure money will last throughout retirement.
Keep the fox out of your retirement hen house! Planning is important, but if it’s not written down, it’s not a plan. Establishing a Live-Well plan can provide the comfort, confidence and certainty to weather the storms of retirement.
How we live the rest of our life is determined by the variables that go into our Retirement Roadmap! Like with exercise, we tend to avoid putting in the work it takes to get into and then stay in shape! It is vital to do the work it takes now to have a healthy retirement for our future!
An improper decision about when to begin taking Social Security can potentially cost you thousands of dollars!! There are over 80 different ways for a married couple to claim Social Security benefits. That leaves room for several ways to make a costly mistake.
We all want to go through retirement with less stress!! Finding out our Family Index Number for retirement needs will help us get through those golden years with comfort, confidence and clarity.
Estate planning is not the most exciting topic for dinner conversation but keeping it up to date is the cornerstone to a successful retirement plan! Our Estate Plans should be reviewed and updated every 2-3 years.
Be an educated consumer when it comes to trusting someone with your retirement planning! When it comes to choosing a Financial Advisor, make sure they are trustworthy, transparent and accountable.
On average, a couple over the age of 65 will be more likely to need Long Term Care Insurance than be involved in a car accident*!! That’s quite a statistic! But even more staggering is that the average person over age 65 will spend an average of $280,000 dollars on Health Care!
Who likes to pay taxes? Gifting can sometimes be a confusing issue when it comes to all of the rules and regulations associated with it. But asking the right questions can help to determine what options are best to avoid potential costly mistakes.
In retirement, rule number one is it’s all about income! And rule number two is don’t forget rule number one! There are several ways to minimize Murphy’s Law when it comes to protecting your portfolio during a market pull back or crash.
Take care of yourself first! That’s the advice of every airline in the event of an emergency. The same principle holds true in retirement. It’s a lot easier to borrow money for college than for multiple years of retirement.
Can a broker put the clients interests first? What is a fiduciary? If you don’t know the answers to those questions, you’re not alone!