View all posts
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?

Read More
Important Birthdays Over 50

Important Birthdays Over 50

Most children stop being ?and-a-half? somewhere around age 12. Kids add ?and-a-half? to make sure everyone knows they?re closer to the next age than the last. When you are older, ?and-a-half? birthdays start making a comeback. In fact, starting at age 50, several birthdays and ?half-birthdays? are critical to understand because they have implications regarding your retirement income.

Read More
Ready to Retire

Ready to Retire

Are you going back and forth on when you should quit working for good? If you haven?t hit your retirement age and are thinking about moving into your next chapter, here are some personal and financial milestones you?ll want to reach before you say farewell to work.

Read More