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Is the ‘Coast Retirement Savings Strategy’ Right For You?

Is the ‘Coast Retirement Savings Strategy’ Right For You?

Saving for retirement can be a lot simpler than most people make it seem. As long as you begin saving at an early age as well as staying committed and focused to a specific plan, you should be on track to coast into early retirement. The big question that many people who want to retire […]

Saving for Retirement in Your 20s

It’s easy to understand why saving for retirement isn’t a priority of yours when you’re in your 20s. You’re probably more concerned with paying off…

Winging Retirement Won’t Work

Winging Retirement Won’t Work

  Planning for retirement is not easy and because of its complexity, you may be putting it off for the future. It’s a mistake many…

401K Series: Best Ways to Maximize Your 401(k)

One of the most valuable employee benefits available is having access to a retirement plan that is linked with your company. The 54 percent of…

Pros and Cons of Using a Robo-Advisor

  As modern technology grows, more and more people are being forced to become tech-savvy. Now more than ever we are browsing the web, making…

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401K Series: Take Advantage of Your 401(k)

401K Series: Take Advantage of Your 401(k)

You’ve recently graduated and just landed a career. For many of you, 401(k)’s and other retirement planning terms is a…

You Saved for Retirement. Now, Enjoy it!

You Saved for Retirement. Now, Enjoy it!

There is a century-old proverb that goes something like this: old habits die hard. Once we develop a habit and perform it consistently, it becomes second nature to us. What if you reached a point…

Don’t Miss These Critical Pieces of An Estate Plan

Don’t Miss These Critical Pieces of An Estate Plan

So you’re getting older, maybe recently married, or are starting a family.  Perhaps a loved one passed away or you recently got divorced.  Or maybe you just want to get things in order. As an…

Get Paid To Be a Family Caregiver

Get Paid To Be a Family Caregiver

The number one question caregivers always ask is this, “how to get paid for being a family caregiver?”…

Should You Delay Retirement?

Should You Delay Retirement?

Delayed retirement is increasingly becoming popular among baby boomers, and it is primarily because of two reasons: Longevity…

Care For Elderly Parents Without Draining Yourself

Care For Elderly Parents Without Draining Yourself

One of the most overlooked factors when planning for retirement is helping elderly parents financially. Most often than…

Maximizing Social Security Retirement Benefits

Maximizing Social Security Retirement Benefits

The importance of Social Security cannot be overstated. The program provides approximately 60% of America’s seniors with half…


Why You Need to Have a Will

Why You Need to Have a Will

Why do I need a will?  In fact, more than 50% of Americans do not have a will,…

5 Key Things for Financial Stability

5 Key Things for Financial Stability

Happy New Year!  New Year = New Resolutions = New Opportunities.  So let’s kickoff the new year on…

5 Questions to Ask When Choosing a Financial Advisor

5 Questions to Ask When Choosing a Financial Advisor

Choosing an advisor – or a team of advisors – is an important first step on your way…

3 Overlooked Year-End Financial Items to Review

3 Overlooked Year-End Financial Items to Review

Change is inevitable and as we look ahead into the new year, now is also a great time…


The Basics of Long Term Care: Part I

The Basics of Long Term Care: Part I

Long-term care 101: What is it? Why plan for it? Who pays for it? Important recent changes. What is…

5 Easy Year-End Financial Fixes

5 Easy Year-End Financial Fixes

The end of the year is quickly approaching and it goes without saying that most of us are…

Prepare Your Transition to Retirement

Prepare Your Transition to Retirement

Retirement planning is a topic that is often addressed in a strictly numerical context. A certain amount of…

Why Estate Planning Matters

Why Estate Planning Matters

When someone close to you passes away it can be the beginning of a long and arduous road…


Rethinking the American Dream in a New Economy

Rethinking the American Dream in a New Economy

Back in 2006, while the housing and stock markets were still soaring, Dr. Salsbury was among the first…

Secure Retirement in Your 60s

Secure Retirement in Your 60s

How to Secure Your Retirement in Your 60s By the time you reach your 60s, retirement is within…

Investment Allocation Tools To Fund Retirement

Investment Allocation Tools To Fund Retirement

Funding A Long Retirement Young investors are often told to embrace risk in their portfolios. The ups and…

Start Your Business in Retirement

Start Your Business in Retirement

After spending years of your life having to answer to someone else, it is only natural to want…


Daily Money Managers for Older Adults

Daily Money Managers for Older Adults

Think of the constant influx of mail that arrives at your home every day: bills that need to…

Deciding If a QLAC is Right for You

Deciding If a QLAC is Right for You

As life expectancies lengthen and many retirements grow to 30 years or longer, more and more Americans are deciding to supplement…

Are You Financially Ready to Live Longer?

Are You Financially Ready to Live Longer?

Retirement planning involves a delicate balance between adequately planning for a long retirement and maximizing the enjoyment of…

Making Sense of Roth IRA Conversions

Making Sense of Roth IRA Conversions

Credit source for photo: http://www.investmentzen.com/image-gallery The Roth IRA has become a popular planning tool since it was established by…


Which Type of IRA Is Right for You?

Which Type of IRA Is Right for You?

Ask a financial planner whether to save for retirement using a Traditional IRA or a Roth IRA and…

Forced Retirement Is a Growth Opportunity

Forced Retirement Is a Growth Opportunity

Forced or involuntary retirement—or the possibility that you may be forced to exit the workforce sooner than you wanted—is…

A Charitable Way to Reduce Your Taxes Today

A Charitable Way to Reduce Your Taxes Today

For many, the holidays are about giving.  More than one-third of all charitable donations take place during the…

For Women, Income Inequality Continues Into Retirement

For Women, Income Inequality Continues Into Retirement

Poverty does not treat men and women equally, especially in old age. Women 65 years old and older…


Boommates: The Frugal, Friendly Way to Live

Boommates: The Frugal, Friendly Way to Live

(Check out this great Boommate interview from the Today show) A new trend has caught the attention of baby…

Financially Preparing Your Future Self

As many boomers approach retirement, they feel confident in their ability to make financial decisions. But how long…

Strategies for Building Savings on Low Income

Strategies for Building Savings on Low Income

Everyone knows saving for retirement is important, but for those with low income, this often seems like a…

3 Tips for Building Your Nest Egg

3 Tips for Building Your Nest Egg

Savings rate: While it is generally agreed that employees should be stashing 15 percent of their annual salary…


Managing Financially Dependent Adult Children

Managing Financially Dependent Adult Children

The retirement savings you expect to have at the conclusion of your career can be greatly depleted by needy…

Resources to Protect Your Finances From Scammers

Resources to Protect Your Finances From Scammers

How confident are you in avoiding fraudulent schemes during retirement? When was the last time you checked your parents’…

Plan and Design Your Lifestyle

Plan and Design Your Lifestyle

When you picture your ideal retirement, what do you see? This question is essential to planning your post-work…

9 Apps to Keep Finances on Track

9 Apps to Keep Finances on Track

Retirement goals can only be reached through planning and diligence. But how do you manage and organize all…


How to Invest Wisely for Retirement

How to Invest Wisely for Retirement

The most common piece of advice in preparing for retirement is to start saving early. But investments can…

How to Minimize Chances of Financial Abuse

How to Minimize Chances of Financial Abuse

Your parents have worked all their lives to save for retirement, but all of that hard work can…

The Power of Planning: Take Charge!

The Power of Planning: Take Charge!

The retirement years can be a bumpy ride, so planning is of upmost importance. Assuming you’re one of…

How Much Money Should I be Saving for Retirement?

How Much Money Should I be Saving for Retirement?

This is the big question almost every person asks their financial advisor, though it may take the form…


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