Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Keep in mind, this article...
Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial...
As you approach retirement, it’s important to understand how much income you’ll need to enjoy the retirement lifestyle you envision. Take a few moments to jot down your actual expenses as they stand today. Think about your priorities in the future and try to determine...
Want to be sitting pretty during your retirement? Consider “the three-legged stool,” a metaphor for the three most common sources (or “legs”) of income that you’ll likely rely on in retirement: Social Security retirement benefits Employer pension benefits Individual...
Retirement is about YOU – your values, your priorities and your dreams for the future. Is there a “right” time to retire? There is – the time you determine works best for you. Thinking about retiring early? Consider the consequences associated with...
While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen expenditures during retirement. Some of...
