Category Archives: Retirement Planning

Need a New Year’s Resolution Do-Over?

Is your New Year off to a rough start – More strength needed to birth a new habit, rocky investment markets, or perhaps your team didn’t make it to Super Bowl 50? Well, you’ll have the chance for a do-over. … Continue reading

Posted in Retirement Planning | Comments Off on Need a New Year’s Resolution Do-Over?

Upsizing Your Home in Retirement – Are You Nuts?

Imagine moving one more time to live your golden years of retirement until independent living is no longer practical or safe. What would you want in the new home and where would it be? Fewer stairs to climb, easier yardwork, … Continue reading

Posted in Retirement Planning | Comments Off on Upsizing Your Home in Retirement – Are You Nuts?

Ordinary People Do Extraordinary Things

The Americans’ goals were huge and the challenges overwhelming. The British expected a swift end to the war. How could a group of squabbling colonies and her untrained army overcome the powerful British Empire? America’s Commander in Chief had his … Continue reading

Posted in Planning Tips and Goals, Retirement Planning | Comments Off on Ordinary People Do Extraordinary Things

3 Thoughts Before the Holidays

Today we honor we honor many – the men and women who made the ultimate sacrifice on the decks and fields of Oahu, and those who served in the Pacific and European Theaters of WWII. That Day of Infamy ignited … Continue reading

Posted in Retirement Planning | Comments Off on 3 Thoughts Before the Holidays

Who Will Benefit from Your Retirement Account?

Good work! You’ve saved hard for retirement and now you’re paying closer attention to an often over-looked area – beneficiary designations. Who gets the remaining treasure when you die? Are you sure those transfers are going to happen? Not to … Continue reading

Posted in Retirement Planning | Comments Off on Who Will Benefit from Your Retirement Account?

Some Overlooked Rollover Rules

A recent story in Bloomberg titled “Retirees suffer as $300 billion 401k rollover boom enriches brokers” highlighted the fears of many investors – the potential for conflicts of interest between you and your broker. Are the future pictures on the … Continue reading

Posted in Retirement Planning | Comments Off on Some Overlooked Rollover Rules

Easy Money or Bad Idea?

A number one concern of retirees is running out of money in retirement. Say you’re strapped for cash flow, or worried about depleting your retirement savings. What do you do? Home equity might be your most significant asset and a … Continue reading

Posted in Planning Tips and Goals, Retirement Planning | Comments Off on Easy Money or Bad Idea?

Challenges for Retirement Catch Up

“Better to light a candle than to curse the darkness” goes a Chinese proverb. Despite economic struggles and plenty of uncertainties, retirement planning needn’t be a Sisyphean task. I’ll share key insights and regulatory trends from the 401k Summit for … Continue reading

Posted in Retirement Planning | Comments Off on Challenges for Retirement Catch Up

Discussing Retirement Options with Your Mate

Imagine two days after you retire, you ‘invest’ a chunk of your savings into a camper and boat so you can live your dream of fly fishing the country’s blue ribbon waters. Honey, let’s go! But you’re a bright guy … Continue reading

Posted in Retirement Planning | Leave a comment

Retirement Plan Readiness

Do you plan on working forever, or retire on your own terms? Perhaps with this economy, too many people may feel the first answer is a possibility. Nevertheless, American households have over $18 trillion in assets marked for retirement according … Continue reading

Posted in Retirement Planning | Leave a comment