Posts Tagged ‘financial planner’
Retiring in 2018 or early 2019? Do these things.
If you’re expecting to retire in the next six months or so, there are some things you might want to think about first. Create a budget for retirement Some expenses…
Read More2 big reasons you may not want to retire at 62
Half of all Americans would like to retire at 60, but the most popular age to retire and begin receiving Social Security for American workers is 62. However, that may…
Read MoreMany retired seniors want to travel… to the beach!
One of the most popular ways to spend retirement is traveling. And one of the most popular types of destinations for today’s retired seniors is the beach. What’s the main…
Read MoreShould you visit with a Financial Advisor or Planner?
Smart people know that sometimes they need to seek out expert opinions – because none of us is an expert in everything. As the person in charge of your finances,…
Read MoreWhen should I start receiving my Social Security benefits?
The amount you can expect to receive from Social Security varies quite a bit. As we at Texas Financial & Retirement like to point out, Social Security should only account…
Read MoreWhat Happens To My 401(k) Or 403(b) When My Employer Changes?
When you leave an employer, or your employer is bought or merges with another company – or goes out of business, you typically need to decide what to do with…
Read MoreHow To Choose A Financial Advisor
Effective financial planning is a lifetime effort. Financial advisors work with families to get a grasp on their finances and manage them across all phases of earning and into retirement.…
Read MoreAre you overdue for a Financial Stress Test?
Speaking of a physical stress test, the Mayo Clinic says “A stress test, also called an exercise stress test, shows how your heart works during physical activity. Because exercise makes…
Read MoreHow much do I need to save for retirement?
How much is “enough” for retirement is a very personal question – it varies greatly from one person or family to another. Here are just a few of the things…
Read MoreHow soon do I need to start saving for retirement?
Retirement today is very different than it was half a century ago. In the past, many received pensions from their lifelong employers after they retired. Combining that pension with Social…
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