by Sean Dailey | Aug 4, 2017 | Retirement Planning
The choice between taking your pension as a lump sum or company annuity can highly impact your retirement. More and more companies are offering a choice between lump sum and company annuity. Before you make your decision, you should carefully consider what is best for...
by Sean Dailey | Aug 4, 2017 | Trust and Estate
Estate planning is an important part of your retirement, especially if you want to have control over how your assets are handled and who they will get passed on to. A beginning step in estate planning is creating a trust. A trust is a documented agreement that spells...
by Sean Dailey | Jul 21, 2017 | Life Insurance and Long Term Care
Long-term care and life insurance play a big role in your retirement planning. It’s important to know what your options are ahead of time. Long-Term Care The need for long-term care is a possibility for many retirees. If you’re 65 or older, you have a 70 percent...
by Sean Dailey | Jul 14, 2017 | Retirement Planning
What does a rollover really mean for you and your savings? What is a rollover? Rollover is transferring a pre-retirement payment from one retirement savings account to another without paying the taxes on the money at that time. Rollover can be a great way to move your...
by Sean Dailey | Jul 7, 2017 | Financial Planning, Retirement Planning
Social security is an important aspect of your retirement plan but when is the right time to start collecting? It is crucial to think about how your social security will be used. The timing of collection could be different based on how much you will be relying on...
