Investing your retirement savings is easy. You can do it yourself. All you need to be successful are a few broad market stock and bond index funds and you’re done. This simple and extremely low-cost […]
Your Home Can Supplement your Retirement Income. Many seniors share three common life goals; having enough success to provide for their children, saving for retirement and leaving a legacy for their children and loved ones […]
Successful Retirement – Dealing with Retirement Risks By John Dombroski, Grand Canyon Planning Associates Retirement has always been a tough undertaking. But in today’s tumultuous economy, it sometimes seems like an impossible task. There’s no […]
Don’t Bet Your Retirement On An 8% Return By Glen McKenzie In investing, time in the market is crucial. If past growth rates continue, the time you leave your savings alone actually matters more than […]
Finishing Strong Financially, or Old Dawg Learns New Tricks? By John Checki Jr. and J. J. Checki III Years ago, a friend gave me a call to let me know his employer had decided his […]
By John J. Checki Jr., CPA, CFP®, CRC® and J.J. Checki III A client asked, “We have worked hard. We had and educated our kids, and are enjoying our grandchildren. Heck, we have been saving […]
By John Checki, CPA, CFP, CRC Boomers! Wow, what a generation. We live here and now. We are coming down the pike and changing everything in our path. Here are the seven biggest mistakes Boomers […]
By Len Nowak, CFP, AWMA, CTS The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in […]
By Mike Reed, AIF and Collin C. Grover, CFP “I’ve decided to retire soon, and I need some help.” As financial advisors, we hear this a lot. Most people know that retirement planning involves considering […]
By Craig Watson Don’t let this financial scenario happen to you…Paula was an 80-year-old woman in average health. Paula had a daughter named Jackie who was divorced, unemployed, and needed a place to live while […]
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