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Financial Insights

Retirement Planning

What Does a Key Employee Retirement Plan Look Like?  

What Does a Key Employee Retirement Plan Look Like?  

Retirement has changed significantly over the years. It used to be simple for companies to create a pension plan that offered employees financial support after they left their positions. Today, employees want and need much more. As you are working to create an employee retirement plan for your staff, there are a few key things to look for and to invest in for your team.

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Best Income Funds for Retirees

Best Income Funds for Retirees

Social Security is one of the most common income funds for retirees. But did you know Social Security most likely won’t cover all your expenses in retirement? In fact, according to a recent USA Today article and data from the Bureau of Labor Statistics, Social Security and private pensions make up only half of the income for the average retirement-aged household.

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Top 3 Safe Investments for Retirees

Top 3 Safe Investments for Retirees

Reaching retirement is a milestone worth celebrating; you’ve saved wisely for years, and now you’re ready to reap the benefits of your hard work. At the same time, you may want to explore some investment opportunities to maximize your retirement income and continue living your best life.

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How to Calculate How Much You Need for Retirement

How to Calculate How Much You Need for Retirement

Many financial advisors suggest that in order to retire, you should aim to replace 70-90 percent of your pre-retirement annual income. While this is a good place to start, this is a general rule that doesn’t take into account your personal financial journey. Before you calculate your retirement goal, there are multiple things to consider.

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What To Know About Investing After You Retire

What To Know About Investing After You Retire

Smart investment strategies for building wealth may look a little different if you’re nearing retirement or already retired. With little room for error, if you aren’t taking the right steps, you could end up missing out on valuable income that you need to live comfortably in your retirement years.

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4 Crucial Steps to Take Before Retirement

4 Crucial Steps to Take Before Retirement

The prospect of retirement can be quite exciting, especially if your own retirement date is right around the corner. At the same time, many soon-to-be retirees find themselves anxious or worried about their finances post-retirement. Fortunately, there are some steps you take before you retire to give you added peace of mind as you approach your golden years.

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