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Financial & Life Transitions2018-10-15T14:24:27+00:00

Financial & Life Transitions Articles

Incorporating Social Security Benefits with Retirement Planning

May 1, 2018

Determining when to take social security, as well as planning for your future benefit, is such an important part of retirement planning. For each couple or individual, the answer as to when is the best time to take your benefit is different. It may seem like waiting until age 70…

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Top Considerations for Choosing Pension Benefits

Nov 22, 2017

Most people think pensions are extinct, but there are still several companies that offer the benefit to long-time employees. Many people are not sure of the questions to ask or things to consider when choosing the right pension benefit option for them and their family. You typically have the choice…

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10 Least Tax-Friendly States for Retirees 2016

Jul 10, 2017

Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes–and how generous are the property-tax breaks for seniors? Are Social Security benefits taxed? What about other forms of retirement income–including IRAs and pensions? Does the state…

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A Personal Legacy Letter: What I Want My Loved Ones To Know

Oct 10, 2014

In this age of on-the-fly communication (e-mail, instant messages, voice mail) do you ever wish for a way to stop the rush and to put into writing all that is important to communicate to those you care about the most?  In this age of instant-this and throwaway-that, do you ever…

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Values-Based Retirement Planning

Oct 10, 2014

In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been on building a nest egg. In The Late-Start Investor, author John Wasik recommends discarding this obsolete view in favor of a “flexible life plan…

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Retirement Expectations

Oct 10, 2014

Retirement will trigger changes in every area of your life. As you anticipate and prepare for this stage of life, you are likely to look forward to certain changes and to dread others. In fact, it is not uncommon for individuals to experience many ambivalent feelings towards retirement because of…

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Navigating Change

Oct 10, 2014

People make many transitions on their journey through life. For example, from school to employment, from single life to married life, to parenthood, and from one job to another. All transitions have a common element. They require you to adjust to change as you move from one situation to another….

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