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Tag Archives | Barbara Clark Stevenson

Stevenson

Is it Time to Schedule a Retirement Checkup?

When was the last time you reviewed your financial life? In the same way that it’s important to go to the doctor for a physical, comprehensive retirement check-ups are crucial to your financial success down the road. In today’s technology-driven world, it’s easy to put your finances on autopilot. From automatic deposits, online statements and […]

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Stevenson

Retirement Planning: The Big Picture

As a future or current retiree, it is important for you to take into consideration the big picture of your retirement planning. Once you have the full picture, it helps you make more detailed and necessary decisions to achieve the retirement for which you have worked your whole life. One of the first steps to […]

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Stevenson

Creating Your Own Retirement Plan 

Saving for retirement has become much more simple with automated savings for accounts like 401(k)s, but what do you do if you’re self-employed or work at a company that doesn’t offer a retirement plan? According to a study by the Employee Benefit Research Institute, fewer than half of American workers participate in an employment-based retirement […]

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Stevenson

On Track for the Retirement You Want

When it comes to being prepared for retirement, you may not be as set as you think. According to TIAA’s 2017 Lifetime Income Survey, fewer than half of Americans are aware of how much they have saved for their golden years. Now is the perfect time to sit down and analyze your current financial picture […]

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Stevenson

Planning for Women’s Retirement Needs

At American Financial Investments, LLC, we believe that retirement planning can be different for women than it is for men due to factors like longer life expectancies, the gender pay gap, less time in the workforce and higher health care expenses.  Although both men and women face challenges on the journey to retirement, an Investment […]

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