Retirement

Some general ideas and facing people as they retire and prepare to retire.

Financial Advisor Services

I recently passed my Series 65 Examination and am finalizing my paperwork to become a financial advisor in the State of Tennessee. I am excited to begin this chapter of my professional career and be able to [...]

Retirement Planning

Are you saving enough for your retirement? Chances are you are not considering the majority of Americans have less than $20,000 saved in retirement accounts. This means you will need to consider how you [...]

Term Life Insurance and Things to Consider

Life insurance can be a messy and complex issue for the most astute person. What type of life insurance do you need to protect your loved ones? Personally, I believe that term life insurance policies are [...]

Social Security Widow Benefits

Are you a widow and collecting Social Security benefits? If this is the case from an audit conducted in February of 2018, it was found that most widow benefits have been underpaid by the Social Security [...]

11 Ways to Go Broke in Retirement

In retirement, most people are worried or concerned about outliving their money. While this is a legitimate concern here are eleven ways in which you can go broke in retirement and some solutions to help [...]

Social Security Analysis

Are you thinking of retirement? If so, you are not alone by any means as at some point we all hope will retire and enjoy our golden years. But what do you do about Social Security and how much do you need [...]

IRA Contributions After Retirement

Are you retired and considering making a contribution to your IRA? This is a question I do see and get from time to time from people approaching retirement or already in their retirement. There is no [...]