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Posts by Barb
Planning for Retirement: Exploring the Three Most Common Retirement Plan
Types
Retirement planning is an essential part of financial planning that requires careful consideration of various factors. One crucial aspect of retirement planning is selecting the right type of retirement plan.…
Read MoreRetirement Income: What Is Considered ‘Good’ and How to Achieve It
A good retirement income is typically one that allows you to maintain your standard of living without having to worry about running out of money during your retirement years. Generally,…
Read MoreRetirement Planning Made Easy: 5 Key Steps to Secure Your Financial Future
Retirement planning is an essential process that helps you achieve financial security in your golden years. It is a process that requires careful consideration and planning to ensure that you…
Read MoreRoth IRA – Convert or Contribute?
Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many…
Read More5 Common Mistakes to Avoid in Retirement
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing…
Read MoreWhat’s Your Risk Tolerance?
Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with a high risk tolerance, is…
Read More3 Ways to Boost Your Social Security Benefits
A question we hear often is “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways you can boost your benefits; work…
Read MoreImpact of Inflation in Retirement
The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least…
Read MoreIs Tax Planning Missing in Your Retirement Planning?
Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG! There…
Read MoreDon’t Let Timing Ruin Your Retirement
Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you begin withdrawing money from…
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