Sustainable Withdrawal Rates – Part 2

By |2014-10-20T17:28:07-04:00October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. [...]

Sustainable Withdrawal Rates – Part 1

By |2017-05-09T22:13:16-04:00October 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

You’ve worked hard your entire life and you’ve saved diligently to make sure you’d have financial freedom in retirement. Now that you are either in retirement or getting close to it, you need to make sure [...]

How to Buy Long-Term Care Insurance

By |2017-05-09T22:13:15-04:00October 13th, 2014|Categories: Press Room|Tags: , , , , , , |

reposted from Kiplinger.comby: Kimberly LankfordFrom Kiplinger's Personal Finance, November 2014   Mackey McNeill, a CPA and personal financial specialist in Bellevue, Ky., talks with clients in their fifties and early sixties about protecting their retirement savings from potential long-term-care expenses—which [...]

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U.S. Census Bureau Issues Report on Health Insurance Coverage in 2013

By |2017-05-09T22:13:14-04:00October 1st, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , |

According to the latest Census Bureau report, the estimated U.S. population for the 2013 survey was 313.4 million compared to 311.1 million in 2012, yet the total percentage of uninsured dropped from 15.4% in 2012 to [...]

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5 Keys to Smart Investing

By |2013-11-01T15:05:30-04:00November 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.  However, the following basic rules can help you make smarter choices regardless of whether you have some [...]

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