Posts Tagged ‘pension’
Generational Challenges
Every generation has had a different experience and are currently at a different life stage. In this episode, Eric talks through some of the financial challenges that Millennials, Gen X, and Baby Boomers face. Understanding and acknowledging these different challenges can help you better plan according to where you are in life.
Read MoreInvesting and Coffee
In the fall, a lot of people are ready to cozy up with a coffee or latte in their favorite mug. For fun, we talk about the different types of coffee drinks and what kind of investor that might make them. Do you take your coffee the same style you do your investing? Which one are you?
Read MoreThe Different Kinds Of Annuities
To some people, an annuity is almost like a dirty word. In reality, there are a lot of different kinds of annuities, and some are better for your financial plan than others.
Read MoreMailbag: Does It Matter Who Gets What Asset in My Legacy Plan?
Think about the taxes! Eric answers three questions from the mailbag today that all involve financial decisions with tax implications.
Read MoreMailbag: Pensions, Vacation Homes, and More
Have a question for Eric? As a retirement planner, he answers questions like this all day. We tackle three questions today about pensions, vacation homes, and having multiple brokers.
Read MoreMailbag: Do I Need Long-Term Care Insurance If I Expect an Inheritance?
Looking for a way around paying for long-term care insurance? Will an inheritance cover it? Eric answers this question and two others from the mailbag.
Read MoreMailbag: What Should I Do With My IRA?
When should you use your IRA and how can it be best utilized? These three questions from the mailbag all mention their IRA as an option, but what does Eric have to say about all of these situations? Find out!
Read MoreFinding Predictable Income Sources in Retirement
When you retire, it’s important to set up several sources of income, particularly predictable income. What are some forms of reliable income and what streams of income are more vulnerable? We’ll explore the options and help you determine if they might work for you.
Read MoreMaking Home Renovations and Protecting Your Retirement Income
Are you wondering how to pay for a home renovation in retirement? Or, are you concerned about the market volatility with retirement a few years away? Eric answers three questions from the mailbag all related to making wise decisions regarding money in retirement.
Read MoreLet’s Play Financial Jeopardy
Financial for 200! Financial for 400! Are you ready to match the questions with the statements like in Jeopardy when it comes to your knowledge of financial terms? Which of these currently impact your retirement plan?
Read MoreLet’s Talk About The “A” Word: Annuities
We’ve all heard about annuities, but there’s still tons of confusion about them. What are the different types of annuities? And are any of them worth having?
Read MoreRetirement Decisions: More Than Just Investments
When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.
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