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03 Mar '22

Funding your retirement

Written by lpb156@comcast.net in Miscellaneous

Retirement Income Sources of Retirement Income Most working Americans have only one source of steady income: their job. In retirement you are likely to have a patchwork quilt of several income streams. Retirement accounts, Social Security, home equity, pensions, and…

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03 Mar '22

Retirement Planning

Written by lpb156@comcast.net in Retirement Planning

The number one consideration of most nearing retirement is will I outlive my money? The second, which is really part of the first, “How will I pay for long term care if one or both of us require assistance, whether…

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25 Sep '21

Life Insurance and Annuities Simplified

Written by lpb156@comcast.net in Miscellaneous

Life insurance protects beneficiaries from the financial consequences of the insured dying too soon. Annuities protect the insured from the financial consequences of living too long. In both life insurance and annuities, the insurance company collects a premium and issues…

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07 Jun '16

The Importance of a Family Meeting

Written by lpb156@comcast.net in Insurance

Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less frequent. Yet, it is one of the most important gatherings…

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11 May '16

Do We Need a Financial Plan?

Written by lpb156@comcast.net in Miscellaneous

Do any of these questions sound familiar to you? Can we retire soon or how much longer do we have to work? Should we collect Social Security at age 62 or wait until full retirement age (and what does that…

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19 Nov '15

How Much Life Insurance Do You Need?

Written by lpb156@comcast.net in Insurance

Life insurance is rarely a topic that consumers like to think about, talk about — or even do anything about for that matter. Recent statistics show ownership of life insurance policies is at the lowest level in decades: One in…

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  • Funding your retirement March 3, 2022
  • Retirement Planning March 3, 2022
  • Life Insurance and Annuities Simplified September 25, 2021
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