Financial Focus

During this episode, we’ll be examining tips and strategies that may be helpful if you’re likely to retire as a single person. Though there are some challenges to taking a solo retirement adventure, there are also plenty of exciting and rewarding opportunities, too. And, with the right strategy and commitment, you can enjoy a solo retirement with the lifestyle and experiences you’ve always wanted.

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to help better position yourself to enjoy the rewarding and comfortable retirement you’ve always wanted.

During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup. Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. Additionally, we’ll examine some retirement strategy mistakes you should avoid during the current pandemic.

If you are fortunate enough to have a defined benefit pension, you will likely be given the opportunity to take a lump sum payment at some point in your retirement. What are the things you should consider? What are the benefits and challenges that come with a lump sum payment? This episode examines some things you may want to keep in mind.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss the pros and cons of both permanent and term life insurance.

When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can help to better position you to enjoy the...

For many people, regular travel during retirement is one of their dreams. But travel can often be very expensive, especially for people on fixed incomes. In this episode, we discuss numerous ways you can enjoy a retirement full of travel without completely wiping out your retirement nest egg.

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

For many people, going through the estate planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision. And that means your loved ones can grieve without worrying about paperwork.

Women face different hurdles in retirement from men. We break down three of the most common issues.

Are you about to make a financial decision? Does it make you nervous? Do you feel pressured? How do you know you’re making a good decision?

Where do you even start when looking at Medicare? This episode serves as a potential beginner’s guide to Medicare. This can be a confusing subject. There are so many parts, rules and regulations. We break some of those parts, rules and regulations down for you.

Working to and during retirement is seemingly becoming more and more popular. But it doesn’t work for everyone. What are some of the reasons working in retirement isn’t an option? What should you consider you may encounter in the future? This episode answers those questions and more.

A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.

This show examines some potential mistakes to avoid when it comes to your 401(k)-retirement account. 401(k) plans are one of the most common retirement products. But what are they really? What are some common mistakes to avoid?

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Many people make assumptions. Especially about retirement. This episode looks at some potentially dangerous misconceptions that could impact your retirement. How can you avoid these misconceptions and protect your retirement strategy?

We all have hopes and dreams for our retirement. But those don’t truly become goals unless you have a plan on how to achieve them. This episode looks at some steps you can take to turn those retirement wishes into goals.

The Federal Reserve has cut rates again in a move designed to help bolster the economy. But how does this impact you, the American consumer? This episode looks at some of the potential dominos that can fall after the Fed cuts rates.

There are a few things that you can do in light of COVID-19 that will help you understand your path to retirement better and can help you do something besides worry.

Market volatility often feels like a rumbling volcano that could erupt at any time. It’s time to make sure your Market Volatility Emergency Plan is in place.