Approaching retirement alone is complicated. With a spouse, it’s doubly so. Often couples cannot retire at the same time, sometimes resulting in the loss of generous employer healthcare benefits that covered the entire family. Should a retired spouse immediately begin drawing social …
Fine-tune 401(k)
A significant portion of your retirement assets may be locked safely away in a company 401(k), but how well are those assets growing? Can your money do more? Approaching retirement can ramp up the importance of effective financial planning for your family. Even if much of your nest egg is …
Should I use a financial advisor?
The answer is as individual as the person asking it. When making big decisions in life, most people look for sources of guidance, expertise, and objective advice to help them make thoughtful educated choices. That encapsulates what a professional financial advisor is. The value of a financial …
