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Retirement Savings: Tax-Deferred Or Tax-Exempt ...

www.investopedia.com

Tax-deferred accounts allow for immediate tax deductions to be realized on the full amount of the contribution. However, future withdrawals from the account will be READ MORE...

 

 

4 Big Reasons Your Expenses Could Rise in Retirement
www.investopedia.com
Many of us assume that our spending will decline in retirement. No more daily commuting costs or having to maintain a work wardrobe. Fewer (if any!) pricey business lunches. An end to withholding for 401(k) plans, Medicare and Social Security. One common rule of thumb suggests people plan on needing about 70% to 80% of their pre-retirement income to pay the bills.Read more...

 

https://www.bing.com/th?id=OVP.Ve5df2e2cbca563c483cdbf7b60f61d8a&pid=Api

Long-term care coverage: Peace of mind, at a price

www.cnbc.com

If you are too rich for Medicaid and don't want to rely on family or spend down assets for long-term care, LTC insurance might be a solution Read more...

 

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RIAs To Feel The ‘Higher Burden’ Of Fiduciary

insurancenewsnet.com

RIAs may be better positioned to handle the new fiduciary rule regulations, but still face a higher burden of care and difficult competitive forces, experts say.

 

When families talk money, things can get ugly
  - The Wall Street Journal
Thanksgiving is a popular time for annual family meetings, which sometimes go badly awry  Read more...

Advisers blanch at Rubio cashing out 401(K)
  - Investment News
Though most say it is never a good idea to take early distributions, the presidential hopeful should be in a better position than most to recover. Read more...

For Disability Insurance Opportunities, Turn to Business Owners
  - Insurance News
Forget the doctors, the dentists and even the lawyers. Those prospects are tapped out, old news, saturated with advisors hitting them up for sales. Read more...

Nearing Retirement? Itís Time to Be Creative
  - The New Your Times
No matter how much money you have saved, the first step is to face your financial situation candidly and plan from there. There may still be time to fix things. Read more...

 

 

 

 

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Three Simple Financial Maxims

Spend a little, Save a little, and Give a little.

Spend a little – live within your means. My old boss, Jack Norris, use to say “It is not the high cost of living that is a problem but the cost of living high”. Track where you spend your money. There are several programs available out there for free to help track your expenses. Part of a comprehensive financial plan is developing a household budget. Contact us for help and advice.

Save a little – pay yourself first is the best way to accomplish long-term savings. Have a systematic way of saving either through a payroll deduction or an automatic sweep from your bank account. Just saving $1 or two for every 10 dollars you make will change your life. Again, contact us and we will help you set up a long-term savings program.

Give a little – to those you love or the causes you love. When you give others your time, talents, and treasure you feel better. Make giving automatic just as you would savings. Most churches and charitable organizations will set up automatic giving through your bank account or charge cards. Strategies for giving can be an important part of retirement planning and estate planning. Talk to us about how this might be of benefit to you and your favorite organization.

Spend a little, Save a little, and Give a little..

Wes Shannon, CFP®

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