Three out of four Americans say they would downsize their home to reduce ongoing costs and benefit from the equity, but it’s not always the answer to a happy retirement.…
Tag: retirement concerns
Tax and Retirement Strategy for High Earners in 2018
If you want a more secure financial future and retirement, it may be time to consider using a Roth IRA. (more…)
3 Signs You Need to Revisit Your Retirement Plan
We’re already half way through 2018, so it may be time to assess your ongoing retirement plan to make sure you’re still on track with the progress you’re making. Your…
Retirement is Meant to be Enjoyed!
Trying to successfully plan out your retirement income strategy alone can be extremely risky, but entrusting your future to a stranger can be equally daunting. In today′s world, the importance…
Could This Blow Your Financial Retirement Plan?
Most people expect their spending to go down in retirement — in fact, the rule of thumb is typically that you’ll spend just 70% to 80% of your pre-retirement income.…
Social Security Program Costs Will Exceed Income This Year
The Social Security program’s costs are expected to exceed its income this year, marking the first time that has happened since 1982 and forcing the U.S. government to dip into…