Ideas & Insights

7 Signs Your Retirement Lifestyle Needs a Reality Check

January 30, 2019, No Comments by Kimberly L. Curtis

When you think of retirement, you may automatically hear sounds of Jimmy Buffett playing in the background as you sit on a white-sand beach with a piña colada in your hand.

You’ve saved for years to reach this milestone, and enjoying retirement is something we all deserve. However, letting dreams overtake reality can lead to stressful financial years ahead.

Don’t stop fine-tuning your personal retirement plan once you quit your 9-5. Rather, continue practicing smart financial habits, and watch for the following seven signs that may indicate your retirement lifestyle needs a reality check.

Retirement Planning: How to Travel Using Your IRA Funds

January 07, 2019, No Comments by Kimberly L. Curtis
  • How to strategically use your IRA Funds for Travel
  • How travel fits into your retirement planning with IRA funds

If you’ve spent years “paying yourself first” and growing your funds through a taxable investment account, you might be ready to reap the rewards of your hard work.  Many retirees use an IRA as their “fun” account and start withdrawing to fund travel and leisure.

This can be a great financial plan to help you enjoy your golden years, but as with anything financial, there is a strategy to follow to ensure you’re getting the most bang for your buck

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