Forced Retirement and Savings

Retirement planning often assumes you’ll be able to decide when you retire. Yet, forced retirements, layoffs and downsizing are unfortunate realities. Recent data from the Transamerica Center for Retirement, showed that fifty four percent of today’s retirees left their jobs sooner than expected. While you might have a plan for retirement, there’s always the possibility […]

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The Seven Deadly Sins of Retirement Planning

I’m sure you’re familiar with the seven deadly sins. They’ve popped up in religion, music and movies But I’ll bet that you’ve never thought of them in terms of retirement planning. But that’s exactly what Bruce Fraser and Reader’s Digest did in their smartly titled article, “The 7 Deadly Sins of Retirement Planning.” Today we’re […]

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Gen-X and Retirement Savings

Today we’re going to discuss the unique financial challenges for Generation X and how that may play into retirement. Generation X, or simply “Gen-X” are the generation of people whose birthdays in 2018 saw them turn the ages of 42 to 53, having been born between 1965 and 1976. Gen-Xer’s, who the Pew Research Foundation […]

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Avoiding Probrate

People often say “you can’t take it with you,” especially when talking about the wealth you accumulate during your life. They are absolutely right. Today, I want to talk about legacy planning. When we at “Strategic Wealth” discuss legacy planning with clients, we make sure to discuss the entirety of what you are leaving behind. […]

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Retirement Underdog

Everyone enjoys a good underdog story. James Harrison was told he was too small, too slow, and didn’t have what it took to make it in the NFL. Harrison retired as the All-Time Sack Leader in Pittsburgh Steeler’s History. Is your retirement at a crossroads? Do you feel that you retirement is over even before […]

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