by Gary Raetz | Jul 18, 2016 | Retirement
You might already know that a good life insurance policy is one of the best ways to protect your family. However, what exactly is a “good” life insurance policy? There are so many options out there, it’s easy to make a mistake when choosing your provider or plan. A...
by Gary Raetz | Jul 11, 2016 | Retirement
Last fall, Congress made waves in the retirement planning world, when they brought an end to a long-standing loophole that allowed a popular Social Security strategy called “file and suspend”. The strategy, commonly used by couples to maximize their benefits, has now...
by Gary Raetz | Apr 18, 2016 | Retirement
Federal employees enjoy terrific retirement benefits, but you still face difficult decisions. One of the hardest decisions involves setting your target retirement date. Many different factors will influence this decision, and some of them are highly personal in...
by Gary Raetz | Mar 28, 2016 | Retirement
As you draw closer to the end of your career, you are probably focused on reaching certain goals. You might want to save a particular amount of money, pay off debts, choose a place to retire, or some other worthwhile endeavor. But once you’ve retired, your...
by Gary Raetz | Mar 13, 2016 | Retirement
During your career, you might have worried about the health of your retirement fund, and whether you would be able to retire one day. But once you have made the leap into retirement, does that mean you don’t have to worry anymore? Of course not. Retirees face a...
by Gary Raetz | Feb 22, 2016 | Retirement
You’ve never retired before, and you’re probably going to do it only once. So it’s no wonder that many people make mistakes when they stop working and begin living off of their retirement benefits and savings. Luckily, you can learn from the mistakes...
