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Getting a Jump on Tax Season

Tax season is almost here and now is the time to prepare for it! What should you have in order for your tax appointment? You can file your federal tax return starting January 20. IRS filing season will start right on time in 2015, and there is wisdom in filing your 1040 well before April […]

Planning for New and Impending Social Security Changes

From middle-aged wage earners to current retirees, just about everyone is eager to know what they can expect of Social Security in the coming years.  People are living longer lives and requiring longer-term sources of income, yet rising health care costs, government deficits and a still-shaky economy could jeopardize their retirement prospects. Despite the consistent […]

Baby Boomers and the Growing Risk of Retirement Affordability

After reviewing the statistics from a recent poll by the Associated Press and LifeGoesStrong.com, it’s clear that baby boomers are beginning to realize the growing risk of retirement affordability.  Nearly half of all baby boomers creeping into the retirement ranks do not feel confident that they will have the financial resources available to live comfortably […]

How to Prevent Outliving Your Retirement Savings

It’s what every retirement planner speculates; it’s what every pre-retiree dreads; it’s every retiree’s nightmare: “will I outlive my retirement savings”?  This question sits on the minds of each and every person associated with the retirement process, and with good reason.  The U.S.’s current life expectancy is 78.3, up from around age 50 in the early […]