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5 Things You Need to Know About Finances When Turning 65

by Kenny | Dec 31, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

It’s a pivotal age for retirement planning — even if you aren’t ready to retire yet Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But 65 is still an important age...

2020 Year End Review of Recent Retirement Plan Changes

by Kenny | Dec 28, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Over the last year, both before and after the current pandemic, there have been multiple law changes that have impacted retirement plans and retirement benefits. There have been many articles and constant commentary on these changes, but as we reach the end of 2020,...

The special retirement plan rules of 2020: What you need to know as year comes to end

by Kenny | Dec 18, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The COVID-19 pandemic has upended just about everything this year, including retirement planning. Enough new rules governing Individual Retirement Accounts and workplace 401(k) plans were introduced that a year-end review is in order. Congress enacted many of these...

Marshmallows and Social Security

by Kenny | Dec 11, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans. What do Social Security benefits and...

Benefits of Fixed Indexed Annuities

by Kenny | Dec 4, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Fixed indexed annuities (FIAs) address many basic retirement concerns: protection of hard-earned dollars, tax-deferred growth, balance, and lifetime income. Get some peace of mind — no matter what happens in the market. Consider these five key benefits: Guaranteed...

9 Signs You Are Not Financially OK to Retire

by Kenny | Nov 25, 2020 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

And one other reason to keep working Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire...
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