by Vision Financial Group | Jan 16, 2019 | Investments, Personal Finance, Retirement
A look at the importance of designating beneficiaries. Who have you chosen to inherit your funds? Can you imagine what would happen if the money in your account went to someone you were estranged from? Or if your heirs found out that you never named a beneficiary in...
by Vision Financial Group | Nov 1, 2018 | Personal Finance, Retirement
When should you claim Social Security? Consider a few key factors as you decide with your financial professional: How long do you think you will live? If you have a feeling you will live into your nineties, for example, it may be better to claim later. If you start...
by Vision Financial Group | Oct 25, 2018 | Retirement
Are you 64? Prepare to Sign Up for Medicare. This is the time to arrange lifelong health coverage. Regardless of how young or old you feel at 64, you should make sure to sign up for Medicare. The sign-up period will be here before you know it. Medicare gives you a...
by Vision Financial Group | Sep 19, 2018 | Investments, Personal Finance, Retirement
Have you ever wondered about the benefits of a 403(b)? This retirement plan allows teachers & employees of non-profits to invest for the future. Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and...
by cambridgesourcesites | Mar 21, 2017 | Budgeting, Personal Finance, Retirement
Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you are retired for a month or two. Take two steps to act out your...
by cambridgesourcesites | Feb 9, 2017 | Investments, Personal Finance, Retirement
Some early financial behaviors that may promote a comfortable future. You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement...
