Planning

Learn how to set a financial goal that will set you up for a stress-free retirement

3 Habits of Successful Retirees Worth Imitating

Americans are increasingly glum about the odds they will enjoy a secure retirement, and those concerns flow across generational lines. New research by the nonprofit Transamerica Center for Retirement Studies reveals that 45 percent of Baby Boomers expect to experience a reduced standard of living in retirement. Meanwhile, 83 percent of Generation X workers anticipate …

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Navigating the 3 Stages of Retirement

The Following is a guest post from Jack Teboda, president and founder of Teboda & Associates. Jack has more than 35 years experience helping people pursue financial independence through personalized investment strategies. His firm takes a team approach to providing advice to clients on retirement concerns and other financial planning issues. Teboda works with Kevin C. Sanders, …

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Estate Planning is Not Just for the Ultra-Rich Anymore

The following is a guest post from Ernie Burns, president and chief executive officer of Burns Estate Planning and Wealth Advisors. Ernie has more than 25 years’ experience in retirement income planning. He is an Investment Adviser Representative, and also is a Master Certified Estate Planner (MCEP) and a Million Dollar Round Table-Top of the Table Member (MDRT). …

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Veteran’s Resources

I wanted to honor veterans by highlighting resources, financial and otherwise, that might be beneficial to those who have served. I believe the best place to start is with the United States Department of Veterans Affairs website. As noted in their Mission Statement, the purpose of the Veterans Administration is to fulfill President Lincoln’s promise “To care for him who …

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Is Your Road to Retirement Poorly Mapped Out?

The following is a guest post from Randy Becker, a retirement planning professional and owner of the Becker Retirement Group in Bellevue, Washington. He has 30 years of experience in the insurance industry and holds a degree in personal financial planning from Metropolitan State College of Denver. Can you imagine going on an extended vacation without making …

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Leave The Legacy You Want With This End-Of-Life Checklist

The following is a guest post from Jaime Cowper, president of Unity Financial Advisors, and an Investment Advisor Representative under Alphastar Capital Management, an SEC Registered Investment Advisory Firm. A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone? Maybe …

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