The Potential Functions of a Cash-Value Life Insurance Plan

With so many types of life insurance on the market, it can be difficult to discern which type of policy is really the best fit for your situation. Some people

Safeguarding Your Retirement Assets

You’ve worked hard, and made a series of decisions throughout the years, that have helped you to accumulate adequate retirement assets to maintain your lifestyle for the next ten, twenty,

Does Early Retirement Leads to a Longer Life?

Last year, a study published in the journal of Health and Economics concluded that an early retirement can lead to a longer life. The study followed Dutch male workers, over

Don’t Let These Tax Situations Take You By Surprise

Retirement can be full of surprises, and hopefully yours will be the good kind! Since this major lifestyle and financial change will impact every area of your life, it probably

Protect Yourself from Social Security Fraud

Imagine that you’re entering the home stretch of your career. Preparing for retirement, you’ve decided not to claim your Social Security benefits at age 62 (the earliest age at which

Should You Avoid Stocks After You Retire?

February brought us some difficult times within the stock market, and some investors felt a bit shaken up. Sometimes these feelings lead us to make large assumptions, such as, “the

Take a Look at Your Financial Forecast

Every day, or at least every few days, the vast majority of us check our local weather forecasts. We need to know how cold the weather will be, or whether

Have You Prepared for the Unknown?

  Most of our clients are the financially savvy type. You keep up with current economic news, you research stocks before diving in, and you understand risk versus reward. High

Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life