You don’t often hear about any benefits of getting older, but in the field of retirement planning, there are a few opportunities associated with certain age “milestones” that you won’t…
Tag: retirement planning
Servignat Says: You Deserve to Retire on Your Own Terms
As an Investment Advisor, it’s our job to help clients plan how to pay for their lifestyle after they retire, given their goals, expected longevity, inflation and the rising cost…
Traditional IRA v. Roth IRA
Since taxes are on everyone’s mind this month, you may be wondering about the tax advantages of funding an Individual Retirement Account or IRA. The type of IRA you choose…
Servignat Says: Employer-Sponsored Savings Plans
When I meet someone for the first time and find out what they do for a living, at some point I usually ask them if they participate in their retirement…
It's 2017: Do You Know Where Your Life Insurance Policy Is?
If you own a car, unless you’re living in New Hampshire, you’re required to buy car insurance to protect your vehicle against accidents. Own a…