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Category Archives: Individuals
Capital Markets Review: Q1 2013
The positive momentum of the stock markets during 2012 continued during the first quarter of 2013, as fears surrounding the fiscal cliff and sequestration fizzled. Problems in Europe were largely shrugged off as central banks in the U.S, Europe, and … Read full article »
Health Savings Accounts
Part of any comprehensive retirement plan should be an evaluation of potential risks to your retirement success. One of the largest risks is the ever increasing cost of healthcare. Additionally, it is impossible to predict your personal future health and … Read full article »
Tagged health savings account, HSA
Fiscal Cliff Crisis Averted! (For Now): What it means to you.
Following weeks of tense negotiations, Congress finally reached an agreement and voted on a package over the New Year’s holiday that will avert most of the effects of the much ballyhooed fiscal cliff. Here are a few key components of … Read full article »
Tagged fiscal cliff crisis
Three Steps to Creating an Estate Plan
Many people have preconceived notions about their needs for an estate plan. This one question quiz will help provide guidance: Select the correct answer to the following statement. I don’t need an estate plan because: a) Estate Plans are only for … Read full article »
Tagged Estate plan, planning for retirement
Planning for retirement: additional healthcare decisions
In the blog post Medicare: A Component of Retirement Planning we highlighted Medicare eligibility, the components of Medicare coverage, and touched briefly on Medigap. This post provides additional considerations to Medigap while also delving into long-term care. Long-term Care In … Read full article »
Medicare: A Component of Retirement Planning
One of the risks we each face as we age is declining health. A study by Fidelity Investmentsi found that the average 65 year-old couple retiring in 2010 would have needed $250,000 to pay for medical expenses during retirement, which … Read full article »
Tagged Medicare, planning for retirement
Social Security: Maximizing Your Benefit
In a previous blog titled ‘Five Questions about Social Security’ we discussed the basics of Social Security. In this follow-up article, we’ll focus on how to actually maximize your Social Security benefit. People often wonder whether it is best to … Read full article »
Retirement Guidance Educational Videos Now Available
Sadly, studies have shown that most people spend more time planning their annual two-week vacation than they do on planning how they’re going to spend the 25 plus years of their lives in retirement. Earlier this year, Pension Consultants made … Read full article »
Five Questions About Social Security
Social security is an important aspect of your retirement equation. It is a benefit primarily funded through dedicated payroll taxes called Federal Insurance Contributions Act tax (FICA), and was established in 1935 as part of President Roosevelt’s New Deal to … Read full article »
I Enrolled… Now What?
By far the most important thing you can do to get ready for retirement is to just get started. But after you decide to begin saving, you must decide where to invest that money. First, let’s review some of the … Read full article »
Tagged retirement portfolio
