(877) 213-SAFE (7233)Archive for March 2015
Income Planning: An Essential Part of a Successful Retirement
While in the workforce, you are at the mercy of your employers when it comes to the number printed on your paychecks. At set intervals, you receive a certain amount of money that is based on the time and effort you put into your responsibilities. But things change when retirement years begin. Retirees must essentially “pay…
Read MoreWhen Saving for Retirement, Don't Get Distracted by Short-term Goals
When investing, it can be tempting to treat each fund like a game and spend all your time measuring whether it met or exceeded your expectations and market averages. But if you’re doing that, you are missing the big picture. If it’s your retirement you are investing in, the single solid goal that should dominate…
Read MoreWhat Is Tax Planning?
If you are like most people, taxes have probably been on your mind a lot lately with the April 15 tax deadline soon approaching. (If they aren’t on your mind, they will be soon.) During this time period, we all wonder how we can reduce the impact that our personal or business taxes have. With…
Read More