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You And I Will Work Together To Ensure You Are Living Your Best Life, Financially And Otherwise



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Should I Invest My Lump Sum Pension Payout in An Annuity?

Many people who are heading into retirement with a pension wonder which pension election option is best for them and their family. One attractive option is the lump sum payout. This option pays out a lump sum of an employee’s pension when they retire. If you’re leaning toward taking the lump sum pension payout, it’s important to have a plan for that money.

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The Ideal Retirement Portfolio

Many pre-retirees are constantly searching for the “ideal” portfolio as they head into this new season of life. As you tweak your portfolio in the last few years of your career, it can be challenging to know exactly how to diversify your investments in a way that balances tax minimization and wealth growth.

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Do I Have to Do Anything to Manage My Pension?

Many people aren’t sure how they’re supposed to manage their pension. It seems like there’s some kind of “to do” list associated with your pension – but it may not feel as cut-and-dry as your 401(k), where you’re able to manage your asset allocation and contributions.

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How Does Pension Maximization Work and Should I Use It?

You may have heard that some retirees look toward pension maximization as a strategy to get the most out of their pension – both for them and for their spouse. Pension maximization has some clear benefits, but it might not be the solution for everyone. Let’s explore how this strategy operates in the real world, and how you can determine whether or not it’s right for you.

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What Happens to My Pension if My Company Goes Bankrupt?

Have you ever wondered what will happen to your pension if your company goes bankrupt? It may seem like a distant possibility, which is possibly why you haven’t considered it before. But in 2018, a wide range of companies filed for bankruptcy – including Toys R Us, Sears, David’s Bridal, and others.

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Key Things You Need to Know About Your Pension

A pension, or defined-benefit plan, is a post-employment benefit offered to employees by employers. They’re one of the many ways that an employer can offer incentive for their employees to stick around for the long-haul. By showing you (the employee) that they (your employer) are invested in you and your successful retirement, you’re more likely to stay with the company long-term.

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7 Steps to Making Your 2019 A Financial Knockout

I wanted to write something that stood out from the noise. I’m not a cynic. I believe in resolutions, and I really trust that 2019 can be your best financial year yet. But in order to achieve that, we need to talk about bite-sized, actionable steps that will help to get you there.