Category Archives: Retirement Planning
Three Actions to Take in Your 401(k) Plan for COVID-19
In the last weeks, millions of Americans have lost their jobs and there are growing concerns of a recession. Although we need to stay vigilant of our physical and financial health, we need to focus on what we can control. … Continue reading
The SECURE Act – Planning Opportunities for Your Retirement
Tax legislation affecting retirement savings happens about every ten years, but how effective are they in getting people to better prepare for their future? The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was designed to expand options … Continue reading
Essential Tips to Boost your Retirement Savings
When planning for retirement, it’s easy to say you will save more money, follow a budget or even invest. Yet, if there is no set plan in place, it can be the perfect procrastination recipe which often leads to financial … Continue reading
Single Woman’s Guide to Retirement
Retirement planning brings challenges regardless of your marital situation. However, those flying solo face additional stress. Roles People Play The major phases of life include accumulation (saving and building wealth), independence (retirement and spending wealth), and finally, interdependence and dependence … Continue reading
He Tried Christmas – Don’t Let the Grinch Steal Retirement
He was a mean one, that Mr. Grinch. He hated Christmas. The happier the Whos, the angrier he became until he couldn’t take it anymore. He hatched a plan to steal Christmas. Disguised as Santa and his dog Max as … Continue reading
Retirement Planning Challenges for Age-Gap Relationships
How do you plan retirement for a couple who is 10, 15 or 30 years different in age? Retirement planning is personal – no two couples are alike. However, “May-December” relationships pose unique retirement planning challenges. Most married couples have … Continue reading
Capture Financial Gains, or Prepare for Stormy Weather?
What do you do when you get conflicting advice? There are two choices when the sun is shining. One person remembers the saying as “you build an ark when the sun shines.” Another says no, the saying is “make hay … Continue reading
Sage Financial Advisors Webinar: Retirement, New Challenges Facing Young Investors, and Outlooks
“Hazy” yes, but “lazy days of summer” no – It’s been a busy summer. We greatly appreciate playing a role in your lives – keeping you on track, helping you think things through, or just listening. Please join us next … Continue reading
Top 5 Favorite Online Financial Tools and Their Limits
Imagine you’re being shipped to a deserted tropical island. What one item would you take? Now ask a thousand people the same question. We’d face similar conditions but would choose different things. Some would go for survival – drinking water, … Continue reading
The Third Phase of Retirement: Reflection
Traditional discussions about retirement planning often involve two objectives – accumulating enough money to last a lifetime, then having a way to pass it on to your loved ones. However, there’s a big chunk between retiring and dying where you’re … Continue reading
