Tag Archives: retirement planning

4 Steps to Kick-Start Your Retirement Income Planning

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It doesn’t have to be this way. Just because you haven’t started saving yet doesn’t mean you can’t save enough to someday retire or at least scale back to part-time work. In fact, time may be your greatest asset. If you’re decades away from retirement age, you still have time to save and grow a […]

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Think Twice Before Making These Big-Ticket Retirement Purchases

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While seemingly small lifestyle changes, like eating out less often, can have a big financial impact, it’s often ill-advised large purchases that can do the most damage. By simply avoiding these large-scale cash outlays, you may be able to significantly reduce your risk of running out of money in retirement. Are you one of the […]

Should You Get Term or Permanent Life Insurance?

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Not all life insurance is the same, though. There are different types of policies available, and each is designed to meet different needs and objectives. Many of these policies fall into two broad categories: term and permanent. Any good financial plan has to be built on a base of sound financial protection against serious risks. […]

3 Reasons Why a Roth Conversion Might Be Right for You

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As you approach retirement, you’re likely looking for ways to reduce your expenses and maximize your income any way you can. You may be considering downsizing, delaying Social Security or even working part time in retirement to improve your financial stability. There’s one other strategy you may want to consider, especially if you have a […]