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Can I live the way I want in Retirement?

Tuesday, 20 April 2010 14:36 by Andy That depends on how much you have saved and how you expect to live in retirement. Living a carefree life of travel requires a different amount of savings than a life of simple existence with part-time income [More]


Inflation and your Savings: The Impact

Tuesday, 2 March 2010 08:25 by Andy Your retirement portfolio may have survived the last couple of years of recessionary pressures but it is prepared for what might be next? Some experts are concerned about a new portfolio concern, inflation is on the horizon. [More]


Healthcare Options when Retiring before 65

Wednesday, 28 October 2009 09:27 by Andy Retiring early sounds good to many boomers who want to move on to their next phase of life. However, one obstacle to realizing that dream is how to be covered by health insurance until becoming Medicare eligible. Don’t let that be the one item that keeps you from realizing your dream. Here are a few ways you might be able to get coverage until Medicare. [More]


5 Steps to Recession-Proof Your Portfolio

Thursday, 10 September 2009 22:08 by Andy As we muddle though this recession, here are 5 strategies to think about if you: (a) aren’t happy with the performance of your investments over the past year; or (b) are looking for ways to avoid finding yourself in this same position in the future. [More]


How much income do you want for retirement?

Thursday, 14 May 2009 15:26 by Andy A simple rule for the amount of income you can withdraw from a well diversified portfolio in normal economic situations is about $4,000 of income per year for every $100,000 invested. [More]

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Plan your progress

Friday, 27 March 2009 13:45 by Andy Retirement is a major life event but there will be several other significant financial events along the way. If you can address some of these concerns you will be better prepared for your retirement years. [More]

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