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Tag: retirement

Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

By on April 9, 2014 in Newsletter Articles with 0 Comments
Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful retirement. Now it’s important to stay focused–and be aware of a few key risks that […]

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March 22, 2014 – Guest Host Mike Burton

By on March 24, 2014 in Radio Show

Mike Burton of Slade Mortgage sits in the host chair on this week’s edition of “Something More.” Mike welcomes special guests Cheryl Kramer and Karen Bar of the Housing Assistance Corp to chat about reverse mortgages.  Listen Here!

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How much money should I save for retirement?

By on March 5, 2014 in Newsletter Articles with 0 Comments
How much money should I save for retirement?

The obvious answer is, as much as you can. You’ll probably need to build a fund that you can draw on for much of your retirement income. This may be possible to do if you start early and make smart choices.

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How much can I contribute to my IRA in 2014?

By on January 31, 2014 in Newsletter Articles with 0 Comments
How much can I contribute to my IRA in 2014?

The amount you can contribute to your traditional or Roth IRA remains $5,500 for 2014, $6,500 if you’re 50 or older. You can contribute to an IRA in addition to an employer-sponsored retirement plan like a 401(k). But if you (or your spouse) participate in an employer-sponsored plan, the amount of traditional IRA contributions you […]

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Are you ready to retire?

By on January 31, 2014 in Newsletter Articles with 0 Comments
Are you ready to retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but the earlier you retire, the less time you’ll have to save, and the more years you’ll be living off of your retirement savings. The average American can expect to live […]

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Stretch IRAs

By on October 24, 2013 in Newsletter Articles with 0 Comments
Stretch IRAs

The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time period that funds can stay in your IRA after your death, even over several generations. It’s not a special IRA, and there’s nothing dramatic about this […]

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October 13, 2013 – Estate Planning and Market Commentary

By on October 15, 2013 in Radio Show

Chris talks about the market conditions as a result of the partial government shutdown, the Paul Ryan op-ed piece in the Wall Street Journal, and the debt ceiling crisis. Chris shares some information he learned at the Dorsey Wright conference about market indicators, trends, charting, and tactical strategies. Chris is also joined this week by Attorney […]

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October 6, 2013 – Government Shutdown, Debt Ceiling, and Affordable Care Act

By on October 8, 2013 in Radio Show

Chris and frequent show contributor and co-host Mike Burton of Slade Mortgage discuss the government shutdown, the debt ceiling, and the Affordable Care Act on this week’s “Something More.” The quarterly review, reverse mortgages, and the topic of “systemic risk” five years after the financial crisis round out the show. Check out this episode

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Famous People Who Failed to Properly Plan

By on September 24, 2013 in Newsletter Articles with 0 Comments
Famous People Who Failed to Properly Plan

It’s almost impossible to overstate the importance of estate planning, regardless of the size of your estate or the stage of life you’re in. A close second to the need to plan your estate is getting it done correctly, based on your individual circumstances. You might think that those who are rich and famous would be […]

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It’s Time to Review Your Life Insurance Needs

By on September 23, 2013 in Newsletter Articles with 0 Comments
It’s Time to Review Your Life Insurance Needs

Your life insurance needs may change without you even realizing it. You may have purchased life insurance years ago, and never gave it a second thought. Or, you may not have life insurance at all–and now you need it. When your life circumstances change, you have a fresh opportunity to make sure the people you […]

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