by admin | Oct 13, 2021 | White Paper
There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stock, stock mutual funds, speculative real estate and...
by admin | Oct 13, 2021 | Article
Planning for The “Golden Years” There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of living...
by admin | Oct 13, 2021 | Article
How Living Expenses Change During Retirement There are some upsides to being a retiree – senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must contend with worrisome issues...
by admin | Oct 13, 2021 | Article
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions beginning in the year you turn 70-1/2 Leaving...
by admin | Oct 13, 2021 | Article
Social Security was never designed to be an individual’s sole source of retirement income. Instead, it was meant to bridge the gap between people’s income from pensions and savings and their monthly expenses. Today, however, nearly two-thirds of all...
