A general retirement planning rule of thumb indicates that you’ll likely need between 70% – 80% of your pre-retirement income to live off of after you retire. However, 70% of your pre-retirement income may be too little for those who want to live an active retirement lifestyle. R. Travis Terlau, CFP® discusses this important topic. Learn more at www.InvestmentAnswers.net
When people are absolutely dependent upon you, you want to ensure that they will be taken care of in the event you can no longer be their primary caregiver. In this video, we discuss tips that can help ensure that your dependents are provided for.
Responding to a loan request from friends or family can be difficult. There are several important things you should consider before you agree to make a loan. We discuss this challenging topic in this video.
Many people are building a collection of retirement accounts from multiple places of employment. In this video, we’ll discuss some things to be aware of if you have multiple 401(k) plans from multiple places of employment.