Retirement

April 21, 2022
A book titled 'Exit Strategies for the Rich and Famous' on a table.

Volunteering in Retirement

RETIREMENTREAD TIME: 3 MIN “This generation got no destination to hold… We are volunteers of America” “Volunteers” by Jefferson Airplane Those of a certain age will recall […]
April 21, 2022
A blank white document icon on a blue circular background.

Should You Borrow from Your 401(k)?

RETIREMENTREAD TIME: 3 MIN The average household with revolving credit card debt had a balance of $6,006 in 2021. For the average household carrying credit card […]
April 21, 2022
Two women discussing charts and data in a business meeting.

Money that Buys Good Health is Never Ill Spent

RETIREMENTREAD TIME: 2 MIN   According to the Kaiser Family Foundation, the average person covered by Medicare has out-of-pocket medical expenses in excess of $5,400 a […]
April 21, 2022
Infographic on retirement living concerns and strategies.

Inflation – Back to the Future

RETIREMENTREAD TIME: 2 MIN Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that […]
April 21, 2022
Graph showing rising healthcare spending from 2000 to 2030, projected to reach $3.5 trillion.

Orchestrating Your Retirement Accounts

RETIREMENTREAD TIME: 4 MIN An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that […]
April 21, 2022
Insurance company, cash value, and benefits

Is a SEP-IRA Right for Your Business?

RETIREMENTREAD TIME: 3 MIN If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing […]
April 21, 2022
People enjoying shopping together at a lively market.

Choosing a Retirement Plan that Fits Your Business

RETIREMENTREAD TIME: 4 MIN If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is […]
April 21, 2022
An elderly man gazes thoughtfully out a window in dim light.

A Bucket Plan to Go with Your Bucket List

RETIREMENTREAD TIME: 2 MIN John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John […]
April 21, 2022
Your DNA test

Your Changing Definition of Risk in Retirement

RETIREMENTREAD TIME: 3 MIN During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was […]