Currently Browsing:Retirement Planning

Catching up on Retirement Savings

If you are starting at or near 50, consider these ideas. Provided by Kenneth Hagel Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to

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Your business needs more than a SIMPLE plan to retain good employees.

This Forbes article explains why: https://tinyurl.com/ybgzca3y

Making & Keeping Financial New Year’s Resolutions

What could you do (or do differently) in the months ahead? Provided by Kenneth Hagel How will your money habits change in 2017? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural

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Women, Money, and the Longer Term

Are you too focused on the immediate future? Presented by Kenneth Hagel How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine. Yet, in managing these day-to-day issues, you may be drawn away from making the long-term money decisions that could prove vital

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R E T I R E M E N T I N S I G H T

Presented by Kenneth Hagel MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES OCTOBER 2016 “We are what we repeatedly do. Excellence then, is not an act, but a habit.” Will Durant GOLF TIP Sand saves start with a good strong swing Greenside bunker shots are essentially cut shots. Open your stance, dig your feet

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Think about your Lifestyle before you retire

Think About Your Lifestyle Before You Retire Sometimes planning for retirement isn’t entirely about money. Provided by Kenneth Hagel How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in

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Think about your lifestyle before you retire

Think About Your Lifestyle Before You Retire Sometimes planning for retirement isn’t entirely about money. Provided by Kenneth Hagel How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in

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Could Social Security Really Go Away?

Just how gloomy does its future look?   Provided by Kenneth Hagel  Will Social Security run out of money in the 2030s? For years, Americans have been warned about that possibility. Those warnings, however, assume that no action will be taken to address Social Security’s financial challenges.   Social Security is being strained by a

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Life Insurance with Long Term Care Riders

As conventional LTC policies grow costlier, alternatives have emerged.   Provided by Kenneth Hagel  The price of long term care insurance is really going up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you have noticed much costlier premiums for LTC coverage today

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Retirement Now vs Retirement Then

Retirement Now vs. Retirement Then Today’s retirees must be more self-reliant than their predecessors. Provided by Kenneth Hagel Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees,

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