Retirement In Sight August 2021

QUOTE OF THE MONTH “Getting old is like climbing a mountain; you get a little out of breath, but the view is much better!” INGRID BERGMAN CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT? We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now,…

Read More

Building A Health Financial Foundation

How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?  When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars” in…

Read More

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. How long do you think you will live? If you have a family history that suggests you…

Read More

GameStop + memes = tulips?

Did you hear GameStop went viral? Here’s a quick guide to the market frenzy you’re seeing in the headlines. Buckle up, it’s a little complicated. What is GameStop and why does everyone care? GameStop is a brick-and-mortar video game chain that hit hard times in the pandemic. Like many distressed companies, it was targeted by…

Read More

Estate Planning After A Second Marriage

 Special considerations for a complex situation. Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned your estate yet, take inventory. Spend…

Read More

Retirement In Sight July 2021

QUOTE OF THE MONTH “Do something wonderful, people my imitate it.” ALBERT SCHWEITZER IS FINANCIAL HEALTH A FACTOR IN YOUR OVERALL HEALTH? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question. Sixty-six percent of respondents to the poll identified…

Read More

Retirement In Sight June 2021

QUOTE OF THE MONTH “Carry out a random act of kindness, with no expectation of reward, safe in the knowledge that one day someone might do the same for you.” DIANA, PRINCESS OF WALES COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law…

Read More

Retirement In Sight May 2021

QUOTE OF THE MONTH “Embrace the glorious mess that you are.” ELIZABETH GILBERT PANDEMIC ECONOMY OR NOT, SOME ARE ASPIRING TO RETIRE EARLY A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, hints that the dream of retiring in late middle age is…

Read More

Retirement In Sight April 2021

QUOTE OF THE MONTH “Pretending is not just play. Pretending is imagined possibility. Pretending, or acting, is a very valuable life skill and we do it all the time.” MERYL STREEP ARE YOUR FEDERAL INCOME TAXES DUE IN MAY? MAYBE, MAYBE NOT In March, the Internal Revenue Service announced that it was pushing the deadline…

Read More

Retirement In Sight March 2021

QUOTE OF THE MONTH “The life you have led doesn’t need to be the only life you have.” ANNA QUINDLEN NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings or a bit of your retirement…

Read More