Retirement Planning

How do I prepare for retirement?
Will I have enough money to last me throughout retirement?
When should I file for Social Security?
Am I paying too much on my current life insurance?

Knowledge Base

3 New Year’s Resolutions to Get Your Retirement Plan Back on Track

3 New Year’s Resolutions to Get Your Retirement Plan Back on Track

It’s a new year, and for most people that means looking to the future and making resolutions. If you’re like the 64 percent of Americans who worry about...

Read more
2 Tips for Maximizing Your Roth IRA Legacy

2 Tips for Maximizing Your Roth IRA Legacy

Have you used a Roth IRA as a savings vehicle to accumulate assets for retirement? If so, you’re not alone. In recent years, the Roth IRA has become an...

Read more
Why Working Past Retirement Age May Not Be a Viable Option

Why Working Past Retirement Age May Not Be a Viable Option

Worried about having enough money in retirement? You have company. According to Gallup’s 2016 study of top financial worries in the United States, 64...

Read more
How Will You Pay for Long-Term Care?

How Will You Pay for Long-Term Care?

It’s an unpleasant reality for many retirees. According to the U.S. Department of Health and Human Services, nearly 70 percent of people turning age 65 will...

Read more