Setting the Course for Your Retirement

Most people dream of a day when they can quit their jobs and enter retirement, a time when one can finally enjoy the fruits of his or her hard labor. Thoughts of retirement center on dreams of traveling the world, spending time with family and friends, or engaging in hobbies to pass the time. The …

Legacy Planning: Protecting Loved Ones

When a person dies, his or her assets are typically distributed to surviving family members. In general, these assets can lose substantial value, depending on the type of assets held by the decedent and the myriad laws and regulations in place governing the distribution of assets. To preserve wealth for future generations, the concept of …

Income Planning: Preparing for One’s Financial Future

In the complex process of retirement planning, there is one commonly-overlooked area. This area is the concept of retirement income, or keeping streams of income flowing after one retires from work. Retirement accounts have many benefits, but there are also significant limitations inherent in these plans. While it is important to set aside funds for …

Can Annuities Help Fund Retirement?

Individuals planning for their retirement have many options to choose from. These options help to secure a stable financial future, providing the funds necessary for expenses once retirement age is reached. From Individual Retirement Accounts (IRAs) to employer-sponsored pension or 401(k) plans, stock and bond investments, or real estate purchases, one can take charge of …

The Journey Begins

Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton