Does it Make Sense to take Social Security at Age 62?
Alternatively, sometimes one spouse earns a lot of money and the other doesn't work or earns very little. In this circumstance, the brea
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- Aug 8, 2018
- 1 min
It Pays to get Expert Advice on your Retirement Distribution Strategy
How’s your retirement distribution strategy? Could it use some help?
- Jun 11, 2018
- 2 min
Two Retirement Expenses You May Be Overlooking
The price for a single month in an assisted-living facility can range from $1,500 to $4,000. If you need to go into a nursing home that prov
- May 21, 2018
- 2 min
Tips on How to Manage Two Homes During Retirement
How you prepare for leaving one home when you go to the other can be a large factor in determining the success of your two-home lifestyle. H
- Mar 26, 2018
- 3 min
Approaching Retirement? It's Important to Stay Busy
A lack of planning can leave you feeling bored and listless. So keep a to-do list, plan your days, and stay engaged.
- Mar 4, 2018
- 2 min
Why You Shouldn't Overlook Long-term Care
It’s not something we like talking about, but the reality is that many people will have a costly claim they could never have afforded withou
- Feb 5, 2018
- 2 min
Organize Your Affairs to Help Your Heirs
Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections
- Jan 30, 2018
- 3 min
It Pays to Understand your Tax Liabilities during Retirement
At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
- Dec 29, 2017
- 2 min
Four Ways To Protect Your Estate
3. Try to avoid probate.
Probate is a legal process that can be expensive and cumbersome. People go through probate after someone dies and t
- Dec 6, 2017
- 3 min
Eight Worst Mistakes Retired People Make
Money mistakes are a common learning experience from which we can grow. However, when you’re in retirement, bad decisions can be...
- Oct 23, 2017
- 2 min
Is a Fixed Indexed Annuity Right for You?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
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