Blog categorized as Retirement Planning

Once upon a time, in a magical land called “The Past,” people worked at a company for 30 years, got a gold watch, and then strolled off into the sunset with a guaranteed pension check for life.. but not any more.. you need to build your own pension now..

Is now the right time to convert my traditional IRA or 401K retirement account to a ROTH IRA?

Annuities can help during retirement by providing a steady stream of income, which can supplement other retirement funds like Social Security or a 401(k).

You’re probably already saving for the next big chapter in your life—contributing to retirement accounts, building up your nest egg, and maybe even cutting down on your current spending.

If you worry that your retirement savings won’t last as long as it needs to, you’re not alone. Forty-nine percent of pre-retirees are concerned about outliving their money..

It’s hard to prevent money matters from feeling personal — after all you’ve worked hard to save for retirement. But removing emotions from financial decisions can help set you up for future success.