Early Withdrawals Can Cost You

For Mark Roberts' Use: You already know that because Social Security won’t provide enough income for most retirees to live comfortably, establishing your own retirement account is incredibly important. You took that step years ago, and have been saving faithfully ever since. On the flip side, many people never stop to think about how detrimental early [...]

By |2019-04-04T08:25:54-05:00April 15th, 2019|Retirement|0 Comments

Leaving Your Job: What About Your 401(k)?

These days, it’s rare for an individual to stay with the same company throughout the duration of their career. You will probably face the decision of moving on to greener pastures someday… But what about your employer-sponsored 401(k)? Do you have to leave it behind? No, luckily you will have options. Generally speaking, most workers [...]

By |2019-03-18T07:54:19-05:00March 18th, 2019|Retirement|0 Comments

No 401(k)? You Can Still Plan for Retirement!

When we talk about saving for retirement, we’re often speaking to those who have access to an employer-sponsored 401(k) plan. But what if your company doesn’t offer this option? You wouldn’t be alone; about 38 million working Americans don’t have access to this type of retirement opportunity. But you still have options… First, talk to [...]

By |2019-03-04T08:09:42-05:00March 4th, 2019|Financial tips, Retirement|0 Comments

Did Your Medicare Costs Increase?

For Mark Roberts' Use: As retirement planners, we always remind our clients to anticipate potential rising costs throughout retirement. That way, you can adjust your budget and withdrawal schedule accordingly. The cost of healthcare is one of those fluctuating expenses. While Medicare and supplemental insurance plans can help you keep your expenses more predictable, their [...]

By |2019-01-09T21:48:27-05:00January 28th, 2019|Financial tips, Retirement|0 Comments

Six Steps to a Larger Social Security Check

For Mark Roberts' Use: You probably know that most retirees can’t depend upon Social Security benefits alone, and should plan for at least one other form of retirement income. Having said that, Social Security is an important part of most retiree budgets. So, in the years leading up to retirement, it makes sense to do [...]

By |2019-01-09T21:47:47-05:00January 21st, 2019|Retirement|0 Comments