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Tag: Financial Planning

How to Plan for Longevity in Retirement

Longevity in retirement is something that one needs to think about. Most research has shown that the longer you live, the longer you will live. Of course, it’s probability, so it doesn’t happen for everybody, right? But there are higher chances that the longer that you live, the longer you will live. 

With that in mind, here are five things you should consider to help you plan for longevity in retirement.

How Inflation Can Impact Your Retirement Savings

We can’t avoid inflation, but we can learn how to plan for it. Start by looking at these three things.

Five Estate Planning Steps for Disney Cast Members

If you were to become incapacitated or pass away, an estate plan helps to ensure that whatever your wishes are during that time are followed through with. Here are 5 things you should do to create a solid estate plan.

What Are Alternative Investment Strategies?

New ideas and ways of investing come up regularly. One of the new ideas is alternative investments. Here are a few aspects to help you when considering alternative investments.

Financial Planning In Your Early 60s: Case Study

Turning the page into your 60s can be a fun and contemplative time as you’re getting closer to retirement, thinking about retiring, or already retired. Use the four I’s to help you craft a winning financial strategy.

What Is Disney’s Nonqualified Deferred Compensation Plan?

The nonqualified deferred compensation plan is a form of retirement plan that allows one to save for the future. It’s a good idea to have a basic understanding of these plans to utilize them correctly. Here are four things everyone should know about nonqualified deferred compensation plans.

How to Understand & Evaluate Bonds

Many people have heard the term “bonds,” but I find a lot of confusion in the average investor.

I’ve compiled a few fundamental points to help you understand bonds and how to use them in your investment strategy.

Strategy Case Study: Couple in Late Fifties Who Work at Disney

If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.

Five Ways to Experience Fall Fun in Central Florida

Fall is my favorite time of year. Here are five things on my fall fun list for the Central Florida area.