February Highlight: Reaching retirement: Now What?

February Highlight: Reaching retirement: Now What?

Home » Projects February Highlight: Reaching Retirement: Now What? Reaching Retirement: Now What? You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to...
October Highlight: Deciding When to Retire

October Highlight: Deciding When to Retire

Home » Retirement Planning October Highlight:   Deciding When to Retire: When Timing Becomes Critical Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated...
May Highlight: Annuities and Retirement Planning

May Highlight: Annuities and Retirement Planning

Home » Retirement Planning Annuities and Retirement Planning You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out your contributions...
September – Count Down to Retirement

September – Count Down to Retirement

Countdown to Retirement Presented by Fred Burgess   There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. The checklists below are designed to help you stay on track for the retirement you envision.  ...