Pension v. Lump Sum
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and...
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How To Become a Retirement Rockstar 101
- Do you know your monthly income need?
The science always comes first! Do you know how much you are spending every month? This is directly related to how much capital you need to have to retire as a retirement rockstar. If you...
Four Points to Consider When Setting a Retirement Income Goal
No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started.
Do You Need A Free Business Consultation?
When your employees retire they are faced with making the decisions about their health insurance. These decisions can be overwhelming especially when it comes to being eligible for Medicare. Erin helps hundreds of families...
Four Tips for Downsizing in Retirement
Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy...
Retirement Planning: Estate Management Checklist
Estate Management Checklist
Inflation and Retirement Planning
Why is it important to factor inflation into retirement planning?