top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Great Advice From Our Experts

5 Retirement Expenses Most People Overlook

June 5th, 2018

We are inclined to think that in retirement our spending will decrease. While we will indeed see a decrease in spending, there are also expenses that can easily go up in retirement. Studies have shown that most people will need about 80% of their pre-retirement income to live comfortably in retirement. The 80% rule of […]

read more »

5 Steps for Turning Your Retirement Savings into Retirement Income

December 6th, 2017

Turning retirement savings into disposable income is critical to people nearing retirement. We are all accustomed to building nest eggs but what we do with these savings once we retire will play a crucial role in whether or not we are able to meet our financial obligations in retirement. According to Government Accountability Office (GAO), […]

read more »

Retirement Income Streams: Why you need more than one

June 26th, 2017

When investors focus solely on the accumulation of a certain amount of money—such as $1 million or $2 million—to finance their retirement plans, they ignore the importance of cash flow. Creating reliable cash flows means you won’t be at the mercy of stock market declines, and having multiple streams of income prevents you from becoming […]

read more »