Monthly Archives: May 2012

Delay Social Security Payments?

We believe that, if possible, Social Security payments should be delayed as long as possible.  Delaying payments up to the maximum age of 70 increases the amount of monthly benefits once received.  The increase is a robust 8% per year. … Continue reading

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Recent Survey Regarding Retirement Readiness

Below is a link to a survey released today regarding retirement readiness.  The survey indicates that current retirees are much more comfortable in retirement than current workers expect to be.  The reason, according to the survey, is that today’s retirees … Continue reading

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Your Asset Allocation

Below is a link to an article in today’s Wall Street Journal.  The article addresses the conventional wisdom of holding 60% of your retirement assets in stocks and 40% of your retirement assets in bonds.  The article concludes that many … Continue reading

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Reverse Mortgage

One thing to mention about your retirement plan is your home.  On the second page of our three page retirement plan is an input field called Other Assets.  It is here that you should include the equity in your home … Continue reading

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iPhone and iPad Access

We are pleased to announce that our site is now formatted to provide full access to all the membership applications for those using the iPhone and the iPad. No purchase of an app is necessary to access our site with … Continue reading

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Are You Ready for Retirement?

Below is a link to a recent article in the Wall Street Journal regarding the numbers of Baby Boomers that are retiring.  This is a very interesting article because it provides conflicting results from a recent report by the MetLife … Continue reading

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