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...
Read More
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...
Investment Strategy: How Is My Mix of Stocks, Bonds, And Cash?
Retirement, just like your career is a series of personal decisions. It all depends on your personal math – the science behind retirement.
Generally, what investors have learned over time is that the mix of your assets...
Top 5 Retirement Books, Blogs, and Resources
We think our radio show, Straight Talk on Retirement, contains a wealth of information (obviously), but if you’re looking for another option we have given these our stamp of approval. Give them a listen or add these books to your...
How to Convert Retirement Savings Into Retirement Income
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to...
What Baby Boomers Need to Know About RMDs