Commentary: When building the foundation for your retirement income strategy, it’s important to consider ways to ensure your money lasts as long as you need it. Speaking with us about the following six questions can be a good starting point. 1) How much of your...

In the context of planning for your retirement, it stands for Financial Independence, Retire Early and it represents a philosophy where people become committed to a program of what many would consider extreme savings coupled with investments that aim to enable...

This week’s article tells us "More than a quarter of all workers say COVID has prompted them to move up their retirement date, found a survey released in February by the National Institute for Retirement Security.” One study even suggested that nearly 2 million older...

Some of you have inquired as to whether you can make an appointment to come in and have a general discussion about your retirement plans and current ideas for future financial sustainability. The answer is “Absolutely”! We are always here for you and are happy to have...

Most Americans haven’t saved enough for retirement. Clearly $0 in retirement savings is not enough, so just how much is “enough”? How do you know how much you should be saving, and at what ages, in order to reach your retirement goal?” If these questions are on your...

If you have ever wondered why it is hard to save money for retirement, this week’s article may be of interest to you. “Psychology is often just as important in personal finance as are the numbers – the way we save, spend and invest are all influenced by the way we...

While you may know that you cannot avoid risk in your life, you can prepare for it. Depending on your stage in life, there are specific risks you may want to think about, and incorporate into your planning. We read about three key stages of evolving needs and the...

Commentary: Sometimes when we think of our later years in retirement we neglect to reflect on what savings we might need to have for the ‘buy-in’ into an independent living facility, and focus only on the possibility of health care costs and the monthly fee we will be...

I thought to share with you this week’s article because it discusses tips for saving money after retirement. It’s important to remember that “it’s never too late to save, even after retirement.” The author tells us “With increasing life expectancies and financial...

This week’s article ask the question “When do you stop saving and start enjoying the fruits of your labor?” Assuming “you've done all the right things—financially speaking, at least—in saving for retirement. You started saving early to take advantage of the power of...