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How to Prepare for Retirement Without Freaking Out

People worry about retirement because it’s a great unknown. It’s like walking down a lighted hallway and turning into a dark room. You’ve never been there so it’s scary. That’s normal. Want to prepare for retirement without freaking out? You need a total retirement plan. Having a plan for anything ... Read More
 

Warning: Health Care Costs in Retirement Are a Trap

Here are some frightening statistics about the impact of health care costs in retirement and their relationship to Social Security benefits: The average 70-year old couple will spend $14,554 on out-of-pocket health care costs in 2017. This assumes no extreme illnesses. It will take approximately 40% of this couple’s Social ... Read More
 

Will Social Security Be Around When I Need It?

This is a question we often receive from people planning for retirement. For some people, Social Security retirement benefits are an important part of their retirement income strategy and for others it is crucial. Currently, approximately 61 million people receive Social Security retirement benefits (about out one in five Americans). ... Read More
 

Time Is Your Friend

Warren Buffet, the legendary business owner, said, “Time is your friend. Impulse is your enemy.”  He was referring to the value of compound interest and the suggestion to not make quick investment decision based on how you feel at any one moment. I seem to be reminding clients of this ... Read More
 

How Not to Invest in Retirement

Recently I was waiting in a retail store checkout line and started chatting with the clerk. He seemed like an amiable and chatty fellow so out of curiosity I asked him how long he had been working at this store. He replied that it had been about six months. He ... Read More