Financial Planning Archives

February 2019

Why $1 Million in Savings may not be Enough

They say age is just a number, but the same probably shouldn’t be said of retirement preparation. While $1 million may seem like a substantial nest egg, it may […]

Is Now the Time to Convert to a Roth IRA?

Roman poet Horace penned the famous phrase, “carpe diem” – seize the day. Could 2019 be the year to seize the Roth? A Roth IRA can be a […]

Important Gifts for Your Valentine

What are you getting your spouse for Valentine’s Day this year? flowers? Chocolates with weird fillings? How about a bigger Social Security benefit, or an insurance policy that could secure their financial future? […]

Why Can’t You Rely Solely on Social Security in Retirement?

Social Security is only designed to replace a part of a retiree’s income, and the buying power of its benefits has decreased by a third since 2000, according […]

Strategies to Help Survive Volatile Markets

A volatile market can make anyone nervous, but it can be especially nerve-wracking for retirees and soon-to-be retirees who are concerned about protecting their nest egg for the long-term. And, one […]

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