The term “Financial Planning” is tossed about in the financial services industry as if it's a byproduct of something else. This poses the question: “What is Financial Planning?” Explaining the process of Financial Planning might best be said by … [Read more...]
In our Retirement Category you'll find topics ranging from IRA's, Roth IRA's, Defined Benefit Plans, Defined Contribution Plans (e.g., 401k, Profit Sharing, Employee Stock Purchase Plans), Deferred Compensation Plans (457), Tax Deferred Annuity Plans (Section 403b), Social Security, and more.
Retirement Planning is a necessity. Playing guessing games with pensions, investments in your IRA's or 401k's, Social Security benefits, or other parts of your retirement investments can create a mess.
Learn what investments are appropriate for your retirement plan. Learn about Social Security Retirement claiming strategies. Learn how to determine if your investments will create income that lasts throughout retirement. If you don't have a plan for retirement you could end up outliving your money.
Spend some time in our Retirement category before retiring so you can spend your time with peace of mind while retired. If you're already retired... keep reading. You'll find plenty of valuable information if you need to make adjustments to your current retirement plan.
When it comes to understanding annuities, complexity is not the only issue, it’s just downright confusing. As a consumer, more than one challenge is before you. Not only is it difficult to make heads or tails of what you’re buying, but sifting … [Read more...]