For Retirement

Bad news on cost of living raises for Social Security

     An article I read about future Social Security and Medicare (The writer is a Reuters columnist. The opinions expressed are his own.) By Mark Miller (Reuters) – Retirees are facing a double whammy next year: no inflation adjustment in their Social Security benefits and a whopping 52 percent jump in certain Medicare premiums. The […]

Do You Need a $1,000,000 to Retire? What is Your Destination?

Let’s look at this from another perspective. Income needs to exceed expenses. Housing is one of the major financial considerations. Will you relocate in retirement? Will you “right size?” What will be gained or lost in relocating or staying where you are? Major considerations are family, finances, healthcare and culture. I can help you know […]

Be Ready for that Unexpected Early Retirement: 8 tips

By Rodney Brooks, USA TODAY 7:44 p.m. EDT September 24, 2014 Unexpected retirement can be a lot easier if you plan for the unexpected, financial advisers say. That retirement you’re looking forward to in five years: Be prepared for it sooner than you expect. Numerous surveys have shown that people think that they are going […]

3 Little Mistakes That Can Sink Your Retirement

Interesting article about retirement  Walter Updegrave @realdealretire Oct. 15, 2014 Cultura RM/Korbey—Getty Images/Collection Mix Big mistakes are easy to catch, but even a small miscalculation may jeopardize your retirement portfolio. Here are three common missteps to avoid. We think it’s the big mistakes that cost us in retirement, like hiring an unscrupulous adviser or funneling savings […]

Retirement Checklist and Your Retirement Savings

Before you leave your job, here is a checklist of important must dos!  First of all, schedule and appointment with your HR department.  Have a list of questions and don’t leave without the answers.  This will impact the rest of your financial life!  Also, get help and answers from other experts. Have a pension or […]

Are You Brilliant or Lucky?

“Have investors finally learned that past performance doesn’t guarantee future results?”  This is a question posed by Jason Zweig, The Intelligent Investor, in the Wall Street Journal.  He goes on to say investors are dumping mutual funds run by fallible stock pickers…. What does this mean for you?  With the upcoming change in capital gains […]

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