How to Protect Your Purchasing Power in Retirement Maybe you’re old enough to remember life in early 1986. Back then, you could get a gallon of gas or a dozen eggs for less than a buck! Unfortunately, prices have a way of creeping up. And while a few cents here and there might not seem...Read More
Qualified Charitable Distributions: A Smarter Way to Give in Retirement You’ve been giving to your church or favorite charity for years. Maybe it’s a monthly check. Or maybe you write one big check at year-end as tax time approaches. You believe in being generous, in using your wealth for good. But here’s a question: Are...Read More
Creating a Retirement Budget Contrary to popular belief, retirement isn’t a finish line. It’s the start of a new chapter in life – one you’ve been working toward for decades. As exciting as retirement is, it always comes with big questions. If you’re like most people, you wonder, “Will my savings be enough? How can...Read More
Estate Planning Consider the life you’ve built. The values you’ve embraced. The hours you’ve worked. The sacrifices you’ve made. Now reflect on your net worth. It’s so much more than a number on a balance sheet – it’s the tangible evidence of a lifetime of hard work, goals met, and stewardship. Ask yourself, “How can...Read More
You’ve been paying into Social Security for decades. Now, you’re mulling the question: When should I start collecting? This is about more than the size of your checks. It’s also about timing this important part of your financial foundation so that it facilitates the life you want in retirement. Whether you want to travel, help...Read More
Does this scenario sound familiar? You check your 401(k) statement and immediately your mind is full of questions. My account is growing, but will it be enough for retirement? What do I do with my 401k when I retire? What, if anything, do we need to change? First, some perspective…that 401(k) balance you’re staring at...Read More
