Blog Posts

After 18 years in the National Football League, the Denver Broncos’ star quarterback, Peyton Manning, is calling it quits after a very successful career. We wish him well and hope that he’s made the preparations needed to enjoy a long, comfortable retirement. If he has, he’ll be in the minority. Research shows that an estimated 60% of retired NFL players go broke within five years of retirement; nearly 16% declare bankruptcy.

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Are You Mentally Prepared for Retirement? How to Thrive Before and After the Transition

Retirement is about much more than money. It’s also about finding a new path in life and a new identity as a retiree.

For most investors, retirement is their primary financial goal. As financial professionals, we help our clients chart a course to get them to retirement. We work together with our clients to answer financial questions like: When can I afford to retire? How much money will I need to live comfortably? Surveys show that many Americans are woefully unprepared for retirement and financial worries can make the retirement transition stressful. Fortunately, working with a professional can help ensure that you enter retirement with confidence in your financial future.

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Do you have an old 401(k) sitting around from a previous job? If so, you have a few options to consider. You could cash out your account, but if you don’t put the cash back into an Individual Retirement Account (IRA) or other qualified account within 60 days, you’ll owe income taxes (and possibly penalties) on your withdrawal. If your current employer permits rollovers into its retirement plan, you may also be able to move your savings over to a new 401(k) and consolidate your investments.

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By: Michael J. Searcy

Using money you've worked hard to earn on your business makes sense. While other people are spending money on new cars or vacations, you hardly miss the funds you spend on your business because the prize at the end of the spending tunnel is in sight. You can see how the funds are helping to reach your goal of building a successful business.

Treating your retirement fund like another business is a strategy that can help set you up for future success. Payments you make today toward your retirement are funds that can be saved and invested to experience the benefit in the future. Think about why you own your business... Chances are you find joy in watching your business grow, and you expect it to provide a future payoff or benefit after years of dedication and hard work.

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