Current News
Lost 401k
As we approach year end we are frequently being asked about what we call “Lost 401k” accounts. Perhaps you changed jobs, or your employer went ...
Americans Are More Afraid of Retirement Than Death
According to a national survey for LiveCareer in June, about 61% of working Americans are more afraid of retirement than of death. Why is this? ...
Trusted Contact
We have been asked to explain the reason why some financial institutions ask for the name of a person that is often referred to as ...
Retirement in Stages
One way to approach retirement is to think of it in stages. While retirement might seem like the final step of a journey, your goals ...
Why?
We were recently asked why we believe that an annuity can help with your retirement strategy. Three reasons come readily to mind. The first reason ...
TOD or POD
In the context of bank accounts and who their beneficiaries are, TOD means transfer-on-death, and POD means payable-on-death. These types of designations can play an ...
Before You Click
Some scams are run on a daily basis, and are so intricately made, they can trick even the smartest of us. The scams we’re talking ...
Retirement Paycheck
Retirement is different from your working years–you’re no longer putting in time and collecting a paycheck regularly. Creating a sustainable paycheck in retirement is, however, ...
Social Security and Working In Retirement
Have you ever wondered if working in retirement reduces your Social Security benefits? If you are younger than your full retirement age for the entire ...