RETIREMENT PLANNING WORKSHEET

With a title like “Sharpen your pencils, let’s work the numbers” I knew you would enjoy being provided with the opportunity to see how ready you are for retirement, and if your numbers add up to what you thought they would in terms of your ideas of where to put your retirement saving so that you will have an income you won’t outlive. Did you fall short? Are you disappointed in what your worksheet revealed? Call us, we may have some ideas you haven’t thought of. We’re always here to help. Click Here to Read Full Article

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DIFFERENCES

Did you know that your readiness for retirement may vary depending on your occupation? This week’s article sets out a “Retirement-Readiness Score by Industry” and provides information to understand the differences and surprising similarities across the occupations. Call us if you would like to improve your readiness score. We may have some ideas you have not thought about. We’re always here to help Click Here to Read Full Article

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BASICS AND BALANCE

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The first basic question is “When you think about retirement, what are your goals?” For most people it involves a balance between stability, favorite pastimes and new adventures. There is a lot to be said about balance, especially when no one knows what the future holds. “Balance is also important in your financial life:

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BASICS AND BALANCE

This week’s article “Fixed Indexed Annuities 101” made me smile because it brought back memories of my younger days in school, and I was reminded that even as we grow older, especially when planning for our retirement, it is sometimes best to go back to basics. The first basic question is “When you think about retirement, what are your goals?” For most people it involves a balance between stability, favorite pastimes and new adventures. There is a lot to be said about balance, especially when no one knows what the future holds. “Balance is also important in your financial life:

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SOCIAL SECURITY EARLIER?

The article I thought to share with you this week tells us that ” If you will celebrate your 62nd birthday in 2017 or soon after, you’re in the vanguard of a big change in Social Security: Starting with people hitting that milestone in January, the full retirement age (FRA)—that is, when you can collect your entire earned benefit—will creep up from 66 to 67 in two-month increments over the next six years.” What is interesting is that as the FRA goes up, for every age along that line, you receive a smaller benefit then you would have before. The

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