Videos
Have You Saved Enough?
What is your magic number for assets accumulated in retirement? What may seem like pennies to one, may be a fortune to another. It all depends on the lifestyle you want to live. See for yourself.
Do You Know Your Proper Asset Allocation?
Are you getting ready to or are you already retired? Have you taken a look at what your proper Asset Allocation should be now, at your current age; or are you still allocated like you were 20-30 years ago? Here is a look at some things to consider and ways to eliminate unnecessary market risk.
Should You Move Your 401(k) Once you Retire?
Your 401(k) is a retirement account, it is not a retirement plan. Find out why it may be beneficial to roll your 401(k) over into your own Traditional IRA that can give you more investment options than just the investments available to you in your employers plan.
When Should You Take Your Social Security?
When should you start to take your Social Security benefits? Should you take it early or let it compound and maximize? Several factors must be considered (health, longevity, etc.). Everyone’s situation is different. Take a look and see what may be the best option for you.
When Should You Withdraw from Your Retirement Plan?
When should you start taking withdrawals from your retirement accounts? Should you let you Social Security maximize and use your retirement accounts or should you start taking Social Security and let you retirement accounts grow? It all depends on your personal situation. Take a look and see.
Everyone's Situation is Different
There is no one size fits all, cookie cutter retirement plan. Everyone’s needs and wants are different. You can not limit yourself to just one company’s philosophy. Give yourself the opportunity to use any company.