Archive for June 2014

Can You Afford To Retire Early?

“Do I have enough assets to retire early?” We get this question all the time as people come into our office asking for help to create their retirement plan.  Fidelity recently conducted a study discussing married couples choosing to retire three years short of 65, who encounter up to $51,000 in out of pocket medical…

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Are Hidden Fees Impacting Your Retirement?

Could some of the retirement accounts that you are investing in now impact your retirement later? What can you do to increase the value of your retirement portfolio? And how much are hidden fees impacting your retirement? When investing in a 401(k) there can be some hidden fees; do you know how much your hidden…

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Are you Planning to Work During Retirement?

More and more Baby Boomers are beginning to work through their retirement; some because they want to and others because they have to.  Approximately 72% of people claim that they have a desire to work during their upcoming retirement.  Merrill Lynch of Bank of America and Age Wave conducted a study that discovered nearly half…

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Keeping Connected: 3 Tips for Grandparents

For many people during your 50s and 60s, you may have the pleasure of being or possibly becoming a grandparent. The rewards of family life grow even richer as each new grandchild enters the world, it’s an amazing thing. This baby represents so many things, including your new identity as a grandparent.     You may…

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