Retirement and Estate Planning

Featuring contributions from David J. Scranton, host of the national TV show, The Income Generation, and founder of The Retirement Income Store®, this newsletter shares valuable insights on the best ways to navigate the complexities of planning and saving for retirement. Each month, the newsletter explains how recent events in the financial markets could affect your ability to achieve your goals for retirement. It also provides information on how fixed income investments can help you establish consistent and reliable streams of retirement income.

It’s daunting to consider, but if something tragic happens and you need years of long-term care, how would you pay for it? The costs of...

Spend less than you earn. It sounds like a simple directive, but for millions of Americans debt is a harsh reality, sometimes piling up to...

People planning to retire in the near future, those already retired and some transitioning to the post-work life have greater concerns about their investments than...

Every investor wants to see their money grow – it’s a given. So, if growth is already the assumption when it comes to saving and...

Figuring out how much you need to retire is like one of those math problems from high school – if X equals your spending in...

Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But...

Just about everyone who is still slaving away at the office shares the very same goal as those who have long left the workplace: a...

During your working years, your largest income stream is generally from employment. When you retire, however, your income will likely need to come from a...

Seniors should exercise for at least 30 minutes a day, five days a week, according to the National Institutes of Health.1 But if hitting the...

The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often...

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