When Should You Take Social Security?
When Should You Take Social Security?
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement.
Before considering how personal […]
Conquering Retirement Challenges for Women
Conquering Retirement Challenges for Women
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1
Despite these […]
Estate Management Checklist
Estate Management Checklist
Do you have a will?
A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.
Do you have healthcare documents in place?
Healthcare documents spell […]
Tax Efficiency in Retirement
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand […]
Alternative Income Streams: The Role Of Annuities In Retirement
Alternative Income Streams: The Role Of Annuities In Retirement
What is an Annuity?
An annuity is a contract between the annuitant (that’s you) and an insurance company. The annuitant makes a payment (a premium) to an insurance company that, in turn, promises to make regular income payments that over […]