Last week we began with the 1st Step of Retirement Planning: Establish Financial Goals. We mentioned several steps which include the what, the how much, the when and the why of each goal. Today we’ll wrap up Step 1 by talking about the importance of prioritizing goals once they have been established. … [Read more...]
Step 1 of Retirement Planning
In last week's article, we outlined the six-step process everyone should go through to complete their retirement blueprint. I have reproduced the entire article at the end for your reference. In this article let's talk about step one, Establish Retirement Goals. Establishing goals is a good best practice for any endeavor. Knowing where the finish line is allows you to stop running. If we equate building a successful retirement to constructing a new house, establishing goals … [Read more...]
Six Steps to Retirement Planning
Are you like me? I like following directions. When my kids were small, the first thing I did after opening a toy on Christmas morning was to read through the directions and make sure that I followed them step-by-step to minimize my frustration and make sure that everything was put together correctly. If I'm following a recipe, I'm going to read through each step carefully and make sure that all my measurements are exact so that the final product is just as it is … [Read more...]
Tax Law Changes Summary
As you may know, new tax law changes were recently implemented which may impact you. In reviewing these changes, I came across a good article on CNN news that does a nice job of summarizing the changes. … [Read more...]
Guaranteed Lifetime Income Through SPIAs and DIAs
I am currently working to complete a free online course called "Annuities – Do They Deserve a Role in Your Retirement". … [Read more...]
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