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Financial Planning in the New Year: 5 Tasks You Can Do Today

January is traditionally the time for evaluation and new beginnings—particularly when it comes to financial planning for the new year. And this is especially true right now! The COVID-19 pandemic radically changed the financial lives of many Americans. Investment accounts went up and down like out-of-control carnival rides. The housing market came to a screeching [...]

2023-12-02T12:14:43-08:00January 19th, 2021|Finance & Planning|Comments Off on Financial Planning in the New Year: 5 Tasks You Can Do Today

What You Need to Know about Working after Retirement

These days, many seniors are working after retirement. They continue to work and collect social security benefits, often as a means of earning extra income or staying active and engaged in a working community. While continuing to work has benefits, there are earning limitations that may affect your social security benefits. Before getting that new [...]

2019-02-25T09:40:46-08:00February 25th, 2019|Finance & Planning|Comments Off on What You Need to Know about Working after Retirement

Income Annuities: A Good Retirement Income Choice?

Income annuities can get complicated. There are different types of annuities with many variables. Additionally, getting one started often requires handing over a large sum of money. If you are close to retirement (or in it), an annuity may be a good fit for reinvesting money tucked away in savings and CDs, mutual funds, 401(k)s [...]

2019-01-24T11:08:59-08:00January 24th, 2019|Finance & Planning|Comments Off on Income Annuities: A Good Retirement Income Choice?