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Managing Your Retirement Plan
RetirementManaging Your Retirement Plan Once you have implemented your retirement plan, it’s important that you are able to monitor and make adjustments to it as needed. Making adjustments to your plan is arguably the most important aspect of a financially sound retirement plan. After all, a plan is just a blueprint based on a number […]
Implementing Your Retirement Plan
RetirementImplementing Your Retirement Plan Now that your plan is complete it’s time to move on to implementation. During this step you will be interacting with the Social Security Administration, your human resources department, the custodians of your employer-sponsored retirement plans, your current investment custodian, your insurance companies, your estate planning attorney and your financial planner. […]
Selecting The Right Investment Strategy in Retirement
Investments, RetirementSelecting The Right Investment Strategy in Retirement In my last article, “Creating Your Retirement Plan,” I discussed how to take the first steps towards developing your retirement plan by analyzing your cash flow and tax planning strategy. We start with those areas to establish a long-term income strategy for retirement. Certainly, circumstances change and unforeseen […]
Understanding Long-Term Disability Insurance
InsuranceUNDERSTANDING LONG-TERM DISABILITY INSURANCE Long-term disability insurance (LTD) provides varying levels of income replacement in the event that you become disabled and can no longer work. This is an important building block for creating a secure financial foundation for your family. 71% of US adults do not have enough savings to replace their income for […]
Creating Your Retirement Plan
RetirementCreating Your Retirement Plan Everyone has heard the old adage, “Failing to plan is planning to fail,” and when it comes to retirement, this statement couldn’t be truer. Without having a properly formulated and well thought out plan in place, you can lose thousands of dollars by selecting the wrong social security strategy, paying unnecessary […]
Creating Your Personal Financial Statements
RetirementCreating Your Personal Financial Statements When constructing your financial plan for retirement, there are some key financial statements that you will want to draft prior to performing an analysis of your situation. Most of us are familiar with a personal balance sheet and income statement, which track your net worth and monthly or annual cash […]
Should I have a Financial and/or Medical Power of Attorney?
Finance & accountingShould I have a Financial and/or Medical Power of Attorney? If you trust someone to make important decisions on your behalf–manage your finances or medical care–you can use a Power of Attorney (POA) to empower them to act without requiring your direct input and approval. This legal tool can be used to designate someone as […]