STUDENTATHLETES

Common College Questions

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Q: What should we do with funds that were previously allocated funds for a 529 plan?

Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered

This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.

The Humorous Side of Retirement – Part 2

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed being retired.

“Two weeks is about the ideal length of time to be retired.” – Alex Comfort

The Humorous Side of Retirement

 

It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed retirement.

“The best time to start thinking about your retirement is before the boss does.” - Anonymous

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

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