retirement planning

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Myth Busting: Social Security

By |2017-05-09T22:13:11-04:00June 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Myth:  Social Security will provide most of the income you need in retirement. Fact:  It’s likely that Social Security will provide a smaller portion of retirement income than you expect.  There’s no doubt about it – [...]

Healthcare Planning in Retirement

By |2017-05-09T22:12:35-04:00August 6th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , |

At any age, health care is a priority.  But when you retire, you should probably focus more on health care than ever before.  This is especially true for women.  Women live longer, develop certain chronic conditions [...]

How to Invest Leading Up To — and In — Retirement

By |2017-04-18T20:53:58-04:00April 15th, 2013|Categories: Press Room|Tags: , , , , , , , , , , |

reposted from: FoxBusiness.comby: Andrea MuradApril 12, 2013 The retirement equation isn’t looking good for baby boomers right now. “Boomers have weathered many challenges in a short period of time: the financial crisis, high unemployment, rising medical [...]

2013 Retirement Planning Key Numbers

By |2013-03-01T20:22:55-05:00March 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2013. Some of the key numbers for 2013 are listed [...]

How to get your 401(k) ready for retirement: Retiring in 5 years or less? 9 investing tips

By |2017-04-18T20:53:59-04:00December 20th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , , , , |

reposted from MarketWatch.comby: Andrea CoombesDecember 19, 2012 If your retirement date is just a few years away, it’s time to start fine-tuning your 401(k) and your overall savings strategy. Retirement experts offered these nine tips for [...]