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The Lottery is No Retirement Plan

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Pay yourself first instead, with your future in mind. Powerball fever swept across America last month, with a record jackpot of $1.5 billion eventually being split by three winners in the January 13 drawing. Millions lined up ...

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How Could a Fed Rate Hike Affect Retirees?

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As the central bank starts tightening, some positives & negatives may emerge. Economists widely expect the Federal Reserve to raise interest rates this month. Additional incremental rate hikes may follow in 2016. If you ...

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Is Your Company’s 401(k) Plan as Good as It Could Be?

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In light of a recent SCOTUS ruling, this is a good time to double-check. How often do plan sponsors check up on 401(k)s? Not as often as they should, perhaps. A recent legal development seems to call for greater supervision ...

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Behind on Your Retirement Savings?

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What steps could you take to catch up? If life has not allowed you to build substantial retirement savings, what can you do to improve your retirement prospects? Here are some suggestions. Play catch-up. If at all possible, ...

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IRA Rollovers for Lump Sum Pension Payouts

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Give those dollars the opportunity for further tax-deferred growth. A big payout leads to a big question. If you are taking a lump sum pension payout from your former employer, what is the next step for that money? It will be ...

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Are You Retiring Within the Next 5 Years?

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What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an ...

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Be Prepared for Higher Medicare Premiums

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Clients may not realize that Medicare premiums can change from year to year based on their reported income. If they had a good year in 2014, they may see higher premiums in 2016. Now that tax returns for 2014 have been filed ...

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Changes in the Retirement Benefits Landscape

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A rundown of the big & little alterations coming this year. 2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. ...

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The A, B, C, & D of Medicare

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Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: ...

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Retirement Insight: April 2015

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Monthly news and information for current and future retirees ARE TODAY’S RETIREES TOO FOCUSED ON INCOME? Baby boomers want their retirement incomes to keep pace with inflation. Can this objective become a detriment? ...

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