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Retirement planning can get complicated, and it doesn’t help that Social Security is such a massive, confusing organization. Who can keep up with all of those different rules and regulations and procedures? Well, that’s part of our job. As with any large, complex system, myths about Social Security often make…
Ask ten different people about retirement planning, and you are likely to receive ten different viewpoints. However, there is one idea most of us seem to have in common: Nearly 80 percent of Americans believe they will face greater challenges in achieving financial security in retirement, as compared to the…
The new year has arrived, and many of you probably made some resolutions to accomplish certain changes in your life. As your financial advisors, we of course hope that you considered your finances when planning for those changes. Whether you know your situation needs a bit of work, or you’re…
Once you retire, you will be living on a combination of income-generating vehicles that you established throughout your career. For example, you might receive income from Social Security, retirement plan distributions, an annuity, or other investments. In many cases that can mean that your annual income is relatively fixed. Hopefully,…
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