Sacramento: (916) 469-9016

FREQUENTLY ASKED QUESTIONS

Nov 26, 2018

FREQUENTLY ASKED QUESTIONS It is always important to “get the answers you need to help calculate your path to retirement.” This week’s article goes a long way toward helping you navigate the way by providing information about frequently asked questions you may have...

ONE SOLUTION TO THIS PROBLEM

Nov 19, 2018

Did you know that “recent studies put the “retirement income gap,” the difference between the amount of money retirees have saved and what they need to maintain their standard of living in retirement, at $7.7 trillion. In addition, retirement savings are...

CONFIDENCE

Nov 12, 2018

The Stanford Center on Longevity published an article that I thought you might like to read. While it said “current studies show that individuals’ confidence in the ability to retire comfortably, or to retire at all, are at new lows”, it went on to explain “this is...

INCOME OUTSIDE OF SOCIAL SECURITY AND PENSIONS

Nov 5, 2018

With fewer and fewer companies funding retirement plans, “retirees have become dependent on savings that are often inadequate to fund their retirements. Recent studies put the “retirement income gap,” the difference between the amount of money retirees...

AGING IS AN OPPORTUNITY

Oct 29, 2018

“Around the world, people are living longer as birth rates decline. As this dramatic shift in global demographics escalates, both public policymakers and the private business sector must reevaluate their long-term strategies. The changing landscape offers significant...

OCTOBER MARKS THE MONTH

Oct 22, 2018

Did you know that “October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them.” We thought you might enjoy this week’s article because...