Month: August 2015

Retirement, Income, Tax Estate Planning. Retirement The R.I.T.E. Way.

10 Things To Consider
In Your Retirement Planning

Go straight to the slideshow We’ve moved away from the historical retirement model in the U.S. – that being a well-funded Social Security system, substantial corporate pensions, and strong personal savings. We’re now seeing a proliferation of employer-sponsored contribution plans – 401(k)s and 403(b)s – which are excellent ways to save, but relatively new. As…
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August 14, 2015 0

Thinking of Moving When You Retire?

I talk to a lot of folks who plan to move when they retire, or at some point during their non-working years. Some want to stay where they are, but want to rent, or they want to transition to a home in an established retirement community. Either way, they don’t want to be responsible for…
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August 6, 2015 0