Blog: Retirement Planning

Daunting. Overwhelming. Frustrating. The thought of moving almost always evokes these negative feeling when people consider the myriad tasks involved. No matter your age moving is always stressful. For older adults relocating is all the more challenging since they are usually downsizing into a smaller apartment, condominium or senior living community. Often there is no…

These three words have the power to change your life. In my over 30 years as a financial advisor, I’ve observed that the biggest challenge most have in saving for retirement is that there simply never seems to be any money “left-over” to put into savings. And for those who do put money aside, it’s…

By Hope Rivera Many Americans spend their entire working lives saving for retirement. Everyone knows the significance of funding their 401k, stashing some money away in securities, and investing in real estate.  The question is:  how do you use those investments once you retire in order to supplement your income? There are many ways to…