Newsletters Archives - Page 19 of 20

We All Want to Ease Into Retirement

by lindapowell | Sep 17, 2012 | Articles, Newsletters

It is a big transition when you leave the workforce to live off your savings. Read more about this and get some hints about cracking that nest egg in our September newsletter.

The Art of Retirement Assumptions

by lindapowell | Aug 22, 2012 | Articles, Newsletters

A retirement plan is built on a set of assumptions that can’t be validated until it’s too late. One key to successful retirement planning is carefully setting assumptions and revising them often. The retirement calculators make it seem so easy. However, problems arise...

You May Live Longer Than You Think

by lindapowell | Aug 13, 2012 | Articles, Newsletters

In our July newsletter: the assumption that you’ll need only 10-15 years worth of retirement savings might be wrong. We are living longer, and our income stream in retirement is proving to be more important than that retirement nest egg.

Review Your W-4 and Help Parents with Money Management

by lindapowell | Jul 9, 2012 | Articles, Newsletters

What are your options when it comes to helping a parent out with money management?
Now that the year is half-over, it is time to give your W-4 a once-over.

Social Security, Social Media and Your IRA Beneficiary

by amybrandts | May 22, 2012 | Articles, Newsletters

Questions answered in our May newsletter: Did you know for your Social Security payment – 35 is the magic number? What happens to your social media identity when you die? Who is your IRA beneficiary? Read the answers to these questions in this month’s...

Financial Spring Cleaning

by amybrandts | Apr 27, 2012 | Articles, Newsletters

Interested in managing all those household records you have? We have some guidelines to share with you. Also in this month’s newsletter: Six Key 2012 Tax Changes you will want to know News on Gasoline Prices Read more in our April...