Category: Retirement

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    Many People Don’t Plan for the Reality of Retirement

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    Many People Don’t Plan for the Reality of Retirement

    By Jake Dungey, CRPS®, Qualified Plan Relationship Manager & Registered Administrative Assistant   Many of us aren’t addressing the realities of retirement planning. Here are some of the worst mistakes being made today.

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    Women and the Retirement Crisis

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    Women and the Retirement Crisis

    By Kate Moss, Relationship Manager, Registered Administrative Assistant   Here’s a number that will knock your socks off: $400 trillion.1   By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected to reach $400 trillion, according to estimate …

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    Three Important ‘Stocks At An All-Time High’ Planning Considerations

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    Three Important ‘Stocks At An All-Time High’ Planning Considerations

    Published by Scott Danek This year has been one of those years when it seems like almost daily you hear about the ‘stocks at an all-time high’.  While this kind of year is usually more ‘fun’ for investors, it should lead to three important financial planning considerations.

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    The Importance of Creating Your ‘my Social Security Account’ Today

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    The Importance of Creating Your ‘my Social Security Account’ Today

    Published by Kate Moss No matter how old you are today, you should create your ‘my Social Security Account’, which is the online service provided by Social Security Administration (SSA). ‘What? Why would I want to do that?’ you ask. We understand that you may only be 25 years old and think …

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    Senior Citizen Discount for Taxes

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    Senior Citizen Discount for Taxes

    Published by Kate Moss Being eligible to use Senior Citizen discounts is like a rite of passage in life. It says, ‘You’ve made it!’ Be proud of your age and take your Senior Citizen discount at McDonald’s for coffee, get cheaper movie tickets and even ask for savings from many cell phone co …

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