Retirement - Aging in Place Planning, Plan To Retire

Retirement - How to Retire & Make it the Best Life

Retirement has many advantages. We want to help you make it the best years of your life!

Learn more about strategies for retirement.

- Lifestyle

- Managing day-to-day

- Planning

- More!

Life Settlements: An Introduction

As you may know, many seniors who are aging in place need more money to live comfortably through their golden years. This is especially true when faced with unforeseen expenses such as assisted living and long-term care. The urgency of finding a significant amount of money quickly exacerbates an already stressful and emotional situation. For these seniors, the options can be … [Read more...]

The Five Key Risks All Retirees Face

by Jeff Helms, CFA Over the next twenty years, roughly 79 million Americans will cross the threshold to retirement, joining the millions of folks that are already retired. Welcome to what we call “Generation R”. The Retirement Generation. In my years of retirement research, I’ve identified five common risks that all retirees face. These are detailed in my new book, … [Read more...]

Home Sharing in Retirement

A viable option for comfortable living In 2008, the United States witnessed the largest group of individuals in history become eligible for retirement. Approximately 25 percent of those individuals will rely entirely on social security benefits for their retirement income. Additionally, this same group of people will be living below poverty level in the United States. … [Read more...]

Will 401K’s still work?

After the recent turbulence in the financial markets experts are questioning the impact to our 401K’s.  Back in the 1980’s, the majority of workers enrolled in some type of retirement plan or were in a pension plan. Today, the majority are in a 401K. With the 401K’s being so tied to the stock market, Americans young and old have felt the pain of the current economy. It may take … [Read more...]

Let’s Talk Retirement Plans

As a Boomer, you've spent many years working hard to improve yourself and your lifestyle. But, how financially prepared are you for retirement? The answers to this question will range from, "very prepared" to, "I'm never going to make it." If you are still in the workforce, even part-time, knowing your retirement plan intimately can go a long way towards minimizing any … [Read more...]