Welcome to the first installment of our Social Security series: An Introduction to Social Security. This article, and the others within our Social Security series, will focus on the particulars related to retirement and survivorship benefits.
Read MoreAlas, the answer to the title question of this article is… it depends. I was tempted to say “yes” and make this a very quick read. However, I didn’t want to shatter anyone’s retirement dreams. As a Certified Financial Planner™ (CFP®) practitioner, my goal is to do the opposite of that. Really, the honest way to assess this question is to examine if a retiree’s financial resources are enough to last them their lifetime. Doing so will go a long way towards determining whether or not they should consider unretiring during a stock market crash.
Read MoreSo, you’ve finally let the company know that you are ready to retire. You’ve given them notice of your last day and now they are scrambling to make sure they are prepared for your departure.
You’ve already done your planning. You know your plan looks great and you are ready to take some well-deserved time for yourself. But have you thought of everything? What about that 401k – what are your options? Should you rollover your IRA or keep it in the plan? Or maybe you cash it out and take that trip of a lifetime you’ve always wanted to do? Let’s take a look at your options.
Read MoreYou’ve worked and saved all your life and are nearing your retirement date - you likely have a lot of questions and many checkboxes to check before you can confidently wave goodbye to your colleagues. One of the most important decisions you have to make at this point in your life is HOW you want your pension benefits paid to you.
Read MorePeople tend to think of credit in terms of the here and now but the truth is that the impact of your credit score has effects that extend into your golden years. The fact is that your credit score will affect when you retire and how you will retire. Don’t believe it?
Read MorePurchasing an RV can give you the freedom of a road trip, stopping when you want to, and having an extended vacation with no agenda. When you’re retired, the world is your oyster - you just need to drive.
Read MoreUltimately, whether owning a property is a good idea will all depend on the financial situation and stability of the investor and their living status. This is especially important for people who are retired or are near retirement.
Read MoreIt is very common for people to have faith that the Social Security Administration will always pay the largest benefit one is entitled to. That might not necessarily be the case. Learn how being proactive can really pay off.
Read MoreTravelling to brand new locations and experiencing new cultures, customs, landscapes, and delicacies is extremely rewarding, but can be difficult to plan on a retirement income. Here are 5 tips to plan your trip and maximize your budget.
Read MoreRetirement is one of the most important life events you will experience, and getting it right takes wise planning. Here are the key aspects to carry out during the five phases of retirement.
Read MoreThe 3d Quarter of 2018 was a dream ride for the United States stock market, with the S&P 500 gliding smoothly up 7.7% with hardly any hint of the volatility that marked the first two quarters of this year.
Read MoreMany of us may perceive trusts as a complex subject better left to our attorney. However, a trust is simply a contract initiated by a grantor who agrees to transfer assets to a beneficiary, who then receives the assets as stipulated in the trust contract.
Read MoreBefore your first visit, most financial professionals will ask you to pull together a lot of paperwork. They'll want to see tax returns, retirement account statements, Social Security benefit statements and so on.
Read MoreHas living in a recreational vehicle been your dream sometimes? It may not be too late. Now that you have retired, you can have location flexibility and time to enjoy nature and enjoy life to the fullest.
Read MoreIn November of 2015, Congress surprised many of us with effective collaboration between the Democrats and Republicans to pass the Bipartisan Budget Act of 2015.
Read MoreHave you worked and saved your whole life with the goal of retiring one day? Have you thought about if you have saved enough money to live on for 30 years during retirement?
Read MoreManaging Partner and Chief Investment Officer Jon Castle was recently interviewed by NewRetirement as part of their Expert Interview Program.
Read MoreThe lack of full understanding may cause seniors to be too frugal with health care, and deny themselves reasonable care due to fear of costs.
Read MoreAre you retired but haven’t started drawing your pensions and Social Security benefits yet? If this sounds like you, then you may have very little taxable income.
Read MoreAttend The Retirement Continuum™ - A Comprehensive Retirement Class provided through the University of North Florida's LearnJax Program!
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