Monthly Archives February 2017

You Might Be Wealthier Than You Think

When you’re planning for retirement, it can be easy to get bogged down in anxiety over things like your budget, your savings, and changes to Social Security and Medicare. Planning for retirement these days is no easy task! However, everything isn’t all doom and gloom all the time. We still want you to keep saving for a secure retirement, and continue investigating all of your options. In the meantime, to lighten the mood a bit, let’s review some of the reasons that you’re wealthier than you think. Social Security is worth more than you think. Despite concerns about balancing Social
Read More

Categories: Blog.

Dreaming of an Early Retirement? Ask Yourself These 6 Questions

How was your day at the office? If you’re like a lot of people, your answer will vary according to the day. On some days you feel fulfilled, energized, and hopeful… on other days, you just can’t wait to retire. If you’re having more of those “can’t wait to retire” days lately, you might be wondering if an early retirement is actually a possibility. Ask yourself these six questions, and if your answers are mostly “yes”, give us a call to further discuss your plans. Do you feel ready? Are you thinking about an early retirement because you’re frustrated after
Read More

Categories: Blog.

Should You Stay Home in Retirement?

One day, hopefully soon, you will finally get to retire. Have you taken some time to envision your ideal retirement scenario? Your plans might include anything from traveling throughout Asia to relaxing in your own living room. Whether you’ve planned an adventurous retirement, or something more tame, you will need a home base. Are you planning on staying in your current home? Many retirees say that proximity to family and friends is a high priority, and therefore they chose their hometowns over tropical islands or Arizona retirement communities. But is your longtime home – the house itself – the best
Read More

Categories: Blog.

Avoid These 4 Common Income Tax Mistakes

It’s that time of year again: Time to start gathering your documents, and file your income tax return. Hopefully, the process will go smoothly for you, and you can soon put the mound of paperwork behind you. Of course, if you make a mistake on your income tax return, you could find yourself the subject of an IRS audit. No one wants that! There is no guaranteed way to prevent an audit, since the IRS sometimes conducts them at random. But there are other mistakes that you’re probably making with your income taxes, and some of them are costing you
Read More

Categories: Blog.