The Most Important Retirement Planning Advice You Need

There’s an old saying that every journey begins with a single step. When it comes to retirement planning, have you taken your first step? And what about the many steps that follow? If you have a retirement plan in place, fantastic. You’ve taken the first step, and it may be time to think about making your money work for you more effectively. But if you haven’t started your retirement planning, it’s okay. [...]

December 13th, 2019|

Preserve Your Past To Create A Compelling Retirement Plan

The most common financial questions involve the word “enough.” Do we have enough? Will we have enough? That’s what most people want to know. Another question must be answered first, though, and that is: “Enough for what?”  Many people haven’t seriously pondered this question. Or maybe they have, but answers drift depending on which day of the week it is. Fuzzy goals make it hard to craft the right retirement [...]

December 12th, 2019|

7 Basic Questions Concerning 401(k) Investment Policy Statements

A 401(k) Investment Policy Statement (IPS) can provide a vital map to the continuing success of a company sponsored 401(k) plan. It frames how the plan undertakes its due diligence on behalf of plan participants. It guides the plan sponsor both in its fiduciary duty and in its monitoring of third-party providers. Yet, for all its importance, the average person doesn’t know anything about it. Here are seven basic questions [...]

December 10th, 2019|

Pulling the pin: Planning for a long and happy retirement

Several years ago, PoliceOne reported on the retirement of an 84-year-old lieutenant who had served 61 years with the Montgomery County Police Department. This was an extreme case to be sure, but there are many officers who overstay their time in the ranks for a variety of reasons—they may fear losing their entire identity, they may have not planned for the financial realities of retirement, or they may just not realize that [...]

December 9th, 2019|

Pulling the pin: Planning for a long and happy retirement

Several years ago, PoliceOne reported on the retirement of an 84-year-old lieutenant who had served 61 years with the Montgomery County Police Department. This was an extreme case to be sure, but there are many officers who overstay their time in the ranks for a variety of reasons—they may fear losing their entire identity, they may have not planned for the financial realities of retirement, or they may just not realize that [...]

December 5th, 2019|
Go to Top