Blog Retirement Planning

Generation X and Last-Minute Retirement Planning

By Ben Rickey / November 6, 2014 / Comments Off on Generation X and Last-Minute Retirement Planning

Procrastination is rarely a good thing. When it comes to retirement planning, Generation X can’t afford to wait until the last minute. According to a recent Pew Charitable Trusts study and a PwC survey cited by, Generation X is struggling to save for retirement. Moreover, experts say Generation X was hit hardest by the…

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5 Essentials for Early Retirement Planning

By Ben Rickey / October 16, 2014 / Comments Off on 5 Essentials for Early Retirement Planning

Who wouldn’t want to retire early and pursue their own goals and desires? The problem is that without sensible retirement planning it can be difficult to save up enough to retire at 65 and even harder to get to that point early. To help, here are five things you can do to help get yourself…

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Mistakes When Making Your Deferred Compensation Elections

By Ben Rickey / June 5, 2014 /

You know the drill—every year the same difficult, complicated decisions about your Deferred Compensation must be made. How will you receive it? Over how many years? Averaged out or all at once? And once you make this decision, you are stuck with it. What we see most often is the decision being delayed until the…

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Responsible Spending for Your Retirement

By Len Rickey / March 25, 2014 /
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Resources for Elder Care Housing

By Michelle / February 28, 2014 /
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The Bad Doughnut – Medicare Part D’s “Doughnut Hole”

By Dana / December 10, 2013 /

I love doughnuts! My favorite is the Maple Bar, but if you gave me an Apple Fritter I wouldn’t complain. In my opinion the doughnut is the perfect pastry; soft, sugary, and delicious. Unfortunately, the Federal Government and Medicare Part D have taken the doughnut, or the “doughnut hole,” and made it something it’s not,…

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