Author Archives: Bob Coode, CSA

Why Is It Important to Factor Inflation Into Retirement Planning?

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you’re accumulating assets for retirement, but it will continue to rise during your retirement, which could last 25 years or longer.

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Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding.

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It’s Time for Baby Boomer Required Minimum Distributions!

Baby Boomers are reaching the age when they must begin taking required minimum distributions from tax-deferred retirement accounts.

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What You Can Do With a Will

A will is often the cornerstone of an estate plan. With that being said, here are five things you can do with a will.

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Managing Debt While Saving for Retirement

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone.

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What is a Funeral Trust?

Prepaying funeral expenses may allow you to “lock in” costs for future funeral or burial services at an agreed-upon price.

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Is it Wise to Trade Your Pension for a Lump Sum?

For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.

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Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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