Category Archives: Retirement Planning

A BASIC ESTATE PLANNING CHECKLIST

Estate planning is for everyone, and everyone should strategize their estate planning.  Unfortunately, the misconception is that only people with lots of money should plan ahead.  In reality, those with less money need to strategize just as much, if not more.  You don’t have to have millions or a complicated family situation to want to… Read More »

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HOW TO RETIRE: A Retirement Transition Checklist

Like me, you’ve probably been dreaming of retirement.  Maybe your picture includes travel to places you’ve never been before or just being able to relax with no stress.  But now, you are wondering how to retire: what are the steps to make retirement a reality?  This retirement transition checklist can be a great resource for… Read More »

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RETIREMENT MONEY PLANNING TIPS

As soon as a person enters the workforce, they should start thinking of the endgame and ask, “How much should I be saving for retirement?”  Why?  Because it makes sense and being prepared is never a bad thing.  The amount of disposable income you have in those early days may be limited and you may… Read More »

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HOW MUCH MONEY DO YOU NEED TO RETIRE?

Developing a sense of how much money you need in retirement should begin long before you plan to retire.  Still, it’s a good question to ask yourself at any point: “How much money will I need to retire?” It doesn’t take a rocket scientist to realize that calculating retirement income needs is big business.  Just… Read More »

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