Retirement Calculator Basics

Retirement Calculator Basics

Google “retirement calculator” or “financial calculator” and you’ll easily find hundreds or thousands of sites. Most people looking for a retirement calculator are trying to figure out one thing:Can I retire?It’s important to understand the variables needed to plug...
Beware!  Scams, Fraud, Prey on Seniors Part 1

Beware! Scams, Fraud, Prey on Seniors Part 1

Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a scam.  Her story was horrifying!It started with an email from a “member” of the US military,”deployed in Afghanistan”.  It seems...
Are You Retiring Within the Next 5 Years?

Are You Retiring Within the Next 5 Years?

You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.   How much monthly income will you need?Look at your monthly expenses and...
A Guide to Health Insurance for Retirees

A Guide to Health Insurance for Retirees

We designed our guide to health insurance for retirees to help you explore your options quickly and efficiently. After all your hard work, you deserve to enjoy your retirement without worrying about paying for healthcare expenses. Despite rising healthcare costs,...
5 Retirement Planning Steps For Women

5 Retirement Planning Steps For Women

Women historically have let men plan for retirement. The old rules have changed, but women still are searching for how should navigate the path to post-work life. And that path is different than it is for men. Diane Bourdo, president of the Humphreys Group in San...