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Time to Review Employer-sponsored Retirement Plans

Many of our clients at Family Financial Partners are business owners, and that comes with its own set of financial considerations. For those of you who fall in this category, January is often the best time to review or implement your employee retirement plan. A solid benefits package can help your business land the top talent you want, but keep in mind that there’s no one-size-fits-all when it comes to the perks you might want to offer.

Four Stages of Saving For Retirement

Ask anybody who is just starting to save for retirement what their strategy is, and you’ll probably hear something simple such as, I’m putting 10 percent into my 401(k) and shopping less. This “Google search” approach to retirement isn’t hard to follow – provided you have discipline with your money. But if you take a hard look at the lifestyles and spending habits of people in their 20s just starting their careers, very few of them actually do this – regardless of what they say.

Navigating Retirement Together

When it comes to retiring as a couple, it’s best to begin the conversation and planning early. Do you call the doctor before or after you get sick? Do you call your homeowners insurance agent before or after your house burns down? Do you fill up your car before or after you run out of gas?

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