National Save For Retirement Week: No Plans At WorkMany listeners have told me they’re not worried about retirement savings because they’ll have their Social Security benefit, but Social Security was never intended to be your only source of income in retirement.
National Save For Retirement Week: Are You Saving Enough?Probably not! Your retirement savings will play a very big role in retirement.
National Save For Retirement Week: Over The Hill BonusCongress increased the amount workers could contribute to their retirement plans but then realized that older workers closer to retirement were in rough shape.
National Save For Retirement Week: Retirement Plan LimitsAbout 60% of employers offer employees some sort of retirement plan, but not all employees take advantage of the plans offered.
National Save For Retirement Week: Day OneThis is National Save for Retirement Week. It is a national effort to raise public awareness about the importance of saving for retirement.
Snowbirds: Protecting Your Estate While Living In Two StatesBeing a snowbird like my Juncos, six months south and six months north, could be a great life style in retirement but one place will need to be your legal residence.
Snowbirds: HealthcareIf you’ve reached the magic age of Medicare, which is 65, you shouldn’t have any problems with doctors and healthcare facilities accepting your health insurance wherever you are in the U.S.
Snow Birds: Will Your House Have Wheels?Do you have snowbird envy as you watch those RVs head south? Wondering how you would do on the open road?
Snow Birds: Where Do You Want To Perch?The real snowbirds, the Juncos, spend about 6 months north and 6 months south.
Snow Birds: Heading SouthIt happens every year around the beginning of October. The RVs are gassed up and heading south.
Why Financial Planning: Step 5, Cover Your AssetsStep 5 is the CYA part of your financial plan. Cover Your Assets!
Why Financial Planning: Step 4, Financial ObstaclesLife is full of obstacles to your financial success; a stock market downturns, job loss, illness, disability, divorce, death, natural disaster, boomerang kids, elderly parents, etc.