Retirement

Managing 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 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 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