Retirement will impact your financial portfolio in number of different ways. Moving stock market assets to less risky funds, possibly downsizing into a smaller home and reassessing your insurance needs are all things you should consider when it is time to leave the workforce. We thought it would be a good idea to have a […]
Once you hit retirement, everything changes. You may have a new schedule, a new home and location as well as time to pursue your passions instead of worrying about getting to work. One other major change that you should absolutely take care of is your insurance coverage. While your new lifestyle may make some of […]
Retirement budgeting can be a challenge and according to a recent survey unexpected expenses can really throw a wrench into the works. The survey, done by the Society of Actuaries, found that roughly have of retirees in their mid 70’s could not cover an unplanned expense of $10,000. Baby boomers are also having a difficult […]
It’s getting to the end of the year, which means holiday parties, shorter days and depending on where you live, plenty of cold and snow. It also means that it’s time to review your financial situation before year-end and the start of the tax season. Take a few minutes or hours over the next month […]