Start Your Retirement Plan Now

By Jay Pluimer, AIF® CIMA®

Wednesday, 09 August 2017

Start Your Retirement Plan Now

The opportunity to save money through a company sponsored retirement savings plan is an incredibly valuable benefit. Whether you are leading a small business or a nonprofit, the long-term ability to put money away on a tax-deferred basis is critical to building a nest egg that will provide financial flexibility in the later stages of life. Small business leaders can start a 401(k) or 403b Plan (“Plans”) that is cost effective for your organization, helps attract and retain key employees, and increases productivity by alleviating employees’ money worries.

Avoid Pitfalls when Planning for Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 09 August 2017

Avoid Pitfalls when Planning for Retirement

Planning for retirement can be a source of confusion or anxiety for many people. Retirement can be fraught with uncertainty given the fact that many people will face a long retirement period of 25 years plus. While many factors need to come together to make a cohesive and sustainable long-term plan, the biggest concern most people face is the fear of making financial mistakes or decisions based on emotion as they plan for this next stage of life.  Here are some ideas for decreasing anxiety and increasing clarity on the road to sound retirement planning.

How Will Your Marriage Be Affected by Retirement

By Kathy Longo, CFP®, CAP®, CDFA

Wednesday, 05 April 2017

How Will Your Marriage Be Affected by Retirement

Retirement is definitely a major life transition and can create challenges to strong relationships. After years of happiness, sometimes one or both spouses can find themselves feeling alienated from the new situation or otherwise frustrated by the change.

We often consider the financial implications when approaching retirement, but can overlook how our marriage or relationship might be affected when the time comes to retire. It is difficult to anticipate what changes might take place with how we will spend our time. We typically struggle to anticipate what types of hobbies, activities or new endeavors might be taken up once the day comes to close the door on one big chapter of life.

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