What's the Secret to a Successful Retirement? You have to have a Plan!!
5 Questions you have to have answers to before and during retirement:
1). How much money do I have to have each month to live on? not the extras - just to live on?
2). Am I guaranteed to have that much coming in each month?
3). What's the best strategy for taking Social Security? Should I file and suspend? Will I be taxed? How much will the remaining spouse receive?
4). Am I certain I won't run out of money in retirement and what can I do to reduce that possibly?
5). What is my strategy for paying for Long Term Care?
These are really just a few of the questions you need answered in order to minimize your worry during retirement.
As a Certified Financial Planner® professional, my goal is to assist you to answer these, and other questions by providing a Retirement Analysis to maximize your potential for a wonderful retirement:
In short, I provide objective information to help people make their hopes and dreams become a living reality.
If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.798.7239. We will sit down and discuss how I can help you reach your financial dreams.
*Legal advice and services provided by unaffiliated attorneys
Click on Image to Go to Certified Financial Planner's Website "Let's Make a Plan"
When is the Best Time to Take Social Security?
Click on this logo and see how to maximize your benefits!
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding how a stock works is key to understanding your investments.
Earnings season can move markets. What is it and why is it important?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?