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Retirement Finances

Avoid These Five Common Retirement Planning Mistakes

January 24, 2015

From my experience and having the benefit of working with thousands of clients over the years, I’ve learned that there are five common mistakes a lot of people make in retirement planning. I am writing about them in an upcoming book, but here’s a preview: Mistake #1: Not understanding your options for starting Social Security.…

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Review Your Insurance Needs When You Retire

December 3, 2014

Retirement is a good time to review whether your your insurance needs have changed. Take the time to consider your insurance options, to decide what you need or don’t need and possible savings. Life Insurance. Don’t automatically presume that you no longer need your life insurance policies after you retire. If you have a mortgage, it may be…

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