RETIREMENT
Resource Center
Nearing Retirement
You are nearing retirement and wondering, “Will I have enough to retire?” and “When can I retire without worrying about running out of money?” In this chapter of your life you may be established in your career, experiencing empty nest syndrome as children leave the home, or even starting a whole new chapter in your professional life. You know retirement is getting closer, but you’re not really sure what that means for you or where to start. With the demands of daily life and possible the challenge of caring for aging parents, you know you should do something, but you’re not sure what.
Get started with a few baby steps. Below are resources the experts at Diccianni Financial Group, Inc. know are most important for people just like you who are nearing retirement in the next 5-10 years.
What You Need to Know About:
- Why Planning is Important (video)
- Achieving Financial Peace of Mind
- Planning for a Successful Retirement: A 10-Year Guide to Achieving Retirement Readiness (Free E-Book)
- Glossary of Financial Terms
Investments
- The Investment Pyramid
- Low Risk Investments
- Lower Risk Investments
- Intermediate and Higher Risk Investments
- Building a Mutual Fund Portfolio
- The Big Picture of Investing
- Basic Principles of Investing and Risk Defined (video)
- Worried About Inflation? 3 Ways to Protect Your Wallet from Taking a Big Hit
- The Undeniable Benefit of the 401(k)
- Home Ownership: There’s No Place Like Home: The Reemergence of the Housing Market
- How to Survive a Bear Attack
Insurance
- Caring for Caregivers
- Understanding the Differences in Life Insurance
- The Who, What, Why of Long-Term Care Insurance
- When Insurance is Necessary (And When It’s Not Worth the Cost)
- Are there Holes in Your Safety Net?
Spending and Budgets
- Don’t Pay for Gas: How to Defray the Cost of Almost Anything
- The Risks of Co-Signing a Loan
- Be Prepared: Preparing for a Worst-Case Scenario
- Pre-retirement Budget Worksheets
- Preparing for the Phase Out of the American Taxpayer Relief Act
- Tips To Control Energy Costs During A Long Cold Winter
- Till Debt Do Us Part: How to Merge Two Financial Lives