Categories
Retirement & Financial Planning (6)

Setting a Retirement Budget
It is a better strategy to create a retirement budget well before you hit retirement age. However, it helps to have a budget for retirement at any age, even if you are already there. This guide explains retirement age, how to make a retirement budget, and some “life hacks” that may help you as you reach retirement age and beyond.

Avoiding Common Investment Scams
Sadly, there are many investment frauds and scams that prey upon those preparing for their retirement. If you aren’t aware of what to watch for, you could end up losing all of your money.

Social Security Filing Strategies
Follow these simple yet effective strategies to maximize Social Security payments and increase your retirement income during your golden years.

Understanding Required Minimum Distributions
You can delay paying taxes on required minimum deductions if you plan your retirement properly.

Evaluating Immediate vs. Deferred Annuities
Immediate and deferred annuities are two retirement planning solutions that provide retirees with guaranteed monthly income payments while protecting principal and providing competitive interest rates.

Picking a Financial Planner
Learn how to select the right financial planner for your retirement planning.
*You can unsubscribe anytime