I came across an article in the Harvard Business Review where the author discussed a concept we have touched on in the past – the idea that when you “ask someone what her pension is worth, she will reply with an income figure: “two-thirds of my final salary,” for example. Yet, if you ask someone what their 401K is worth, they will probably lament about the value lost in the financial crisis. The article goes on to state that “the safe, risk-free asset today that guarantees your objective is an inflation-protected annuity…” and “If you had enough money in your

“In our hectic lives, balance is something many of us strive to achieve.” This week’s article caught my eye with its first sentence, as the thought of balance rang resonant with what we have always sought to provide assistance on with our clients. Balanced options are so important in retirement especially when we try to find different ways to ensure that we have income we won’t outlive once we stop working. We may have some ideas for you, and would love to help you come to solutions that make you feel better about your retirement planning. Call us, we’re always

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are making, and how we are planning for the future. This week’s article does just that. Can you answer the retirement questions it poses? Call us when you and done to talk about your plans for the future. We are always here to help. Click Here to Read Full Article

As we come to the end of the year I thought to share with you a group of articles that I have found to be informative, each of them reflecting on different issues relating to planning for retirement that you may want to reflect on. Ranging from “11 Money Lies to Stop Telling Yourself” to “20 Things You Can Learn From Your Parents’ Retirement”, you will find pointers that may help you. Call us if you would like to discuss any of the ideas you read about. We are always here to help.   Click Here to Read Full Article