Client Access: 
4.7.17
PlanForComfort: How Well Do You Know Your 401K?
The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are some questions to test your knowledge about […]
3.29.17
PlanForComfort: Is Long-Term Care Insurance a Good Idea?
There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 70% of people aged 65 or older will enter a nursing home for some period of time during their lifetimes.1 Whether you or your spouse will be […]
10.31.16
FinancialComfort: I’m Changing Jobs. What Should I Do With the Money in My Plan?
The money you accumulate through an employer’s plan may become a primary source of income after you retire, so how you manage it today could have a big effect on your financial situation in the future.
9.26.16
PlanForComfort: 401(k) Decisions — You Can Take It With You
If you plan to change jobs, don’t just take the money and run. Since rules vary from company to company, find the time to explore your alternatives. If you have specific questions about your retirement plan distribution options, contact your employer’s benefits coordinator or a qualified financial consultant.
6.22.16
Why Plan for Long Term Care in Retirement?
Long term care planning means less emotional and financial stress on you and your family. It can provide a way to involve your family in decisions without depending on them to bear the entire burden alone.
2.29.16
PlanForComfort: Clearing Financial Hurdles on the Road to Retirement
When associates bid you a long and healthy retirement, you do not want to be worrying about how your bills will get paid. Here’s how to get started planning for that day now.
2.15.16
PlanForComfort: Six Questions to Ask Older Parents
As your parents age, they may become increasingly reliant on adult children to help them manage their money. Here are some questions to help you get the conversation started.
12.8.15
PlanForComfort: Are You Prepared to Retire?
Whatever “retirement” means to you, you’ll need to design a financial plan suited to your specific vision of the future.
8.17.15
PlanForComfort: The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
7.19.15
PlanForComfort: When It Comes to Retirement, Timing Is Everything
Regardless of income level, maintaining lifestyle expectations through a retirement that may last 30 years or more requires careful planning.
