“It Must Be Nice”
I remember sitting in the seats of Arrowhead Stadium on an unseasonably warm day on January 11, 2004. The 13-3 Kansas City Chiefs were the number two seed on a path of destiny to take on the number one seed New England Patriots for the AFC Championship. This was our year! We would avenge th …
Scared of Running Out of Money in Retirement? Here’s How to Avoid It
There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.
The Roth IRA Conversion: Why & How to Use This Strategy in Your Retirement Planning
Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …
What to Do with Your Retirement Money When You Leave a Job
When you leave your job or retire, you have an opportunity to manage your funds that have been accumulating in an employer sponsored retirement plan such as a 401(k), 403(b) or government 457(b) plan. Depending on the situation, you generally have four options when you leave your employer.
6 Signs It’s Time to Ditch DIY Retirement Planning
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
4 Moves You Can Make with Your Old 401(k)
By Matt Kory, Vice President, Retirement Programs Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …
Your Retirement Planning Starter Pack
Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …
Without a Plan You’ll Be Left in the Cold
By Scott Keegan, CFP®, ChFC®, COO & Wealth Advisor Personally, I hate the cold, but my love for the Kansas City Chiefs is greater. Recently my wife, Claire, and I went to the Chiefs and Dolphins Playoff game and let me tell you, it was cold! The temperature at kickoff was a bitter -4 de …
The Journey from “Should” to “Can”: Embracing the Freedom of Retirement
By Nick Gertsema, CEO & Wealth Advisor, CFP®, ChFC®, RICP®, AIF® Throughout our lives, we’re conditioned to follow a well-trodden path. From the early days in school, we’re told to excel to get into good courses. Then in high school, the pressure mounts to secure a spot in …
Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important
By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
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Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
