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With President’s weekend fast approaching, we can’t help but think more about helping those veterans amongst us. This week’s article states that “Veterans preparing for retirement may purchase annuities to supplement their military benefits and future benefits like Social Security and pension payments. Annuity income provides tax advantages, a consistent and guaranteed stream of money […]

I don’t know about you, but I have often wondered if in the end it really makes a difference, when all is said and done, if both spouses worked prior to entering retirement. I read a study that I thought to share with you this week that discussed this issue and “ analyzed the effects

Did you know that “Older Americans are working longer and claiming their Social Security benefits later, new research from the Social Security Administration shows.” This week’s article reminded me that sometimes individuals work longer solely because their savings are insufficient to carry them through a longer period of retirement. Call us if you are reflecting

Sometimes it is fun to take a moment and participate in a quiz about retirement. Answering questions and then comparing our responses to others gives us new opportunities to think about the choices we are making, and how we are planning for the future. This week’s article does just that. Can you answer the retirement

I thought you might like this week’s article because it contains several videos aimed at raising your “Retirement IQ”. Did you know that “A startling number of baby boomers don’t know how much money they need to live comfortably during retirement, and without a target in mind, have ended up saving very little. In fact,

This week’s article tells us that “One of the biggest fears among retirees and soon-to-be retirees today is that they will outlive their retirement savings. With life expectancies in developed countries at unprecedented highs, this is a justified concern. Many senior citizens will live to see their eighties and nineties, but they may have only

As we come to the end of the year I thought to share with you a group of articles that I have found to be informative, each of them reflecting on different issues relating to planning for retirement that you may want to reflect on. Ranging from “11 Money Lies to Stop Telling Yourself” to

“Imagine sitting down on the day of your retirement to plan your financial future. You know what your annual expenses have been and you want to maintain your current standard of living. So, you consult a recent mortality table and find that if you’ve made it to your 65th birthday, you can expect to live

This week’s article states that “Individuals engaged in financial planning for retirement have no shortage of resources available to provide guidance on how much to save and how to invest those savings. If one does a Google search on the term “retirement planning,” the lion’s share of the over 1.2 million hits appear to guide

This week’s article, found in an issue of the Harvard Business Review, was of interest to me because it described very simply the difference between and shift from Defined Benefit retirement plans to Defined Contribution plans and it discussed that “more dangerous yet is the shift in focus away from retirement income to return on