The Number One Retirement Savings Mistake

No matter how carefully we plan for unexpected life events, we are often faced with difficult choices regarding our money. It can be so tempting, during difficult economic times, to

Maximize Your Retirement Income!

Are you worried about outliving your retirement fund? You aren’t alone. This is a common concern among senior citizens and even among younger people who are just starting to plan

6 Ways Seniors Can Lower Their Auto Insurance Rates

When you’re living on a fixed income in retirement, every penny counts. An increase in auto insurance premiums can put a strain on your monthly budget. On the other hand,

5 Ways to Wreck Your Retirement Budget

If you’re like most people, you’re going to be living on a fixed income during retirement. Of course, “fixed” can mean it is set at a very low or very

Don’t Make These Tax Return Mistakes!

Tax season is once again upon us! Most of us successfully file our taxes by April 15 and never give it another thought, but occasionally we can make mistakes that

Pension Maximization Explained

The video below provides important information regarding pension maximization.  If you have any questions, feel free to contact our office at any time. Please click the video to play:

Baby Boomers Redefine Retirement

With much of the Baby Boomer generation reaching or approaching retirement age, traditional thinking about retirement has changed. What was once seen as a lifelong journey to a rest home,

Review Your 401(k)

If you’re like many Americans, your retirement will depend heavily upon your 401(k) account. Yet, many of us don’t bother to review our accounts regularly, and we often make decisions

New Financial Goals for the New Year

Last week we discussed making organization a priority in 2014. There are a few other goals you should consider in the new year, however, if you really want to get