Couples should carefully consider the financial and emotional consequences of retiring simultaneously before making the decision. If you’re considering retiring at the same time, we walk through 4 questions you should consider first: Have You Correctly Calculated Your Cost of Living in Retirement? According to a recent study: 46% of older adults spend MORE money Learn More
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You spend decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not too much that you risk running out of money. It’s a delicate balance. In this video, we’ll discuss 5 variables that are important to consider:Plan for LongevityMake the Right Decision about Social Security BenefitsChoose the Learn More
When should you begin collection your Social Security retirement benefits? You can take it at anytime between age 62 and 70. What’s the right choice for you? In this video we’ll discuss some of the important things to think about when making this decision. Some of the factors you’ll want to consider include: If you Learn More
A financially secure and happy retirement doesn’t just happen; it takes planning and some modifications as you get older. In this video, I will discuss some of the mistakes. 1. Not Having a Plan 2. Forgetting about Inflation 3. Not Creating any Tax-Free Income 4. Investing too Conservatively 5. Taking on too much Risk as You Learn More
Should you buy an annuity as a part of your retirement portfolio. In this video we will examine the pros and cons of purchasing a fixed indexed annuity with a guaranteed lifetime income rider with a portion of your retirement savings. We look at a sample case study of a couple who are ages 67 Learn More
Mike was turning 60 next month. He had $400,000 in a pre-tax 401(k) and $200,000 in a taxable brokerage account. He wanted to retire at 65 if possible. In this sample case study we will discuss several things including: When he should take his Social Security (and his Survivor benefit). The pros and cons of Learn More
It’s important to have an understanding of what your expenses are going to be in retirement. Having a spending plan or an income plan to meet your expenses and provide the lifestyle that you would like to have in retirement helps to give you the confidence to spend. Often the people that were the best Learn More
Will continuing to work help increase your Social Security benefits? On your Social Security statement it shows how much you would receive if you file for benefits at various ages assuming that you continue to work. However, what if you stop working now, and don’t plan to take your benefits for a few more years? Learn More
In this video we will walk through a sample case study of a couple that were approaching retirement. The husband is 62 and the wife is 61. We will first look at what the chances would be of them running out of money in retirement if they were to retire now. Then we will take a Learn More
One of the biggest mistakes I see people make is not knowing how much they should convert to a Roth IRA, and even whether you should even do any Roth IRA conversions at all. Both not converting enough and converting too much could cause you to pay more in taxes over the course of your Learn More
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