Month: August 2015

Retirement, Income, Tax & Estate Planning.

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…
Read more

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…
Read more

August 6, 2015 0