


BUDGETING: Minimize your burn rate
Ensuring that funds are available for you throughout your retirement years is a key component to any successful retirement plan. In order to do this, you must create a budget that ensures there WILL be sufficient funds. The level of expense that you set for yourself...
DON’T LOOK BACK…LOOK FORWARD
This journey we have all been on has had many interesting, challenging, and discouraging moments. I’m sure everyone, especially at this point in life, has sat back and said to herself or himself, “I should have”, “If I could change one thing from the past”, or “If I had just done that differently” life would be better. But here’s the question – would it? If you had done that one thing differently or made a different decision, what would have been the consequences and what would have been the effects on others? You would be living in a different reality wondering if you had made other choices, would life be better?

Living Longer in Retirement
Baby Boomers After Retirement The youngest Baby Boomers are 55 this year, and the oldest are 73. We know that the generational groups that follow are Generation X (1965-96), Millennials (1977-95) and Generation Z(1996 and counting). There is only one group before, and...