Top Nav

Tag Archives | Ronald Stevenson

Stevenson

Understanding the Importance of Working with a Fiduciary

If you have been paying attention to the news, you may have heard about the Department of Labor’s long-anticipated fiduciary rule that was passed in the spring of 2016. The new regulations that accompany the rule are expected to not only significantly alter how people plan for retirement, but also protect individuals from biased retirement […]

Continue Reading 0
Stevenson

Will You Have Enough Income in Retirement?

The number one concern for most retirees is the possibility of outliving their income in retirement. For example, Baby Boomers are retiring at astonishing rates and are looking for ways to replace their steady paycheck. They are worried about the potential of Social Security diminishing and what might happen to their retirement if it does. […]

Continue Reading 0
Stevenson

Protecting the Surviving Spouse

A surviving spouse faces unique challenges in retirement, and not all of them are prepared for it. When the loss of a spouse occurs, there are a whirlwind of emotions and decisions that need to be made, and the last thing you want to do is worry about your finances. A simple way to start […]

Continue Reading 0
Stevenson

Safeguarding Your Retirement

Baby Boomers are retiring at astonishing rates and looking for ways to replace their steady paycheck. They are worried about the potential of Social Security diminishing and what might happen to their retirement if it does. At American Financial Security, we believe that the number one concern for most pre-retirees and retirees is outliving their […]

Continue Reading 0
Stevenson

Retirement Planning: The Big Picture

As a future retiree or 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 […]

Continue Reading 0
Stevenson

Tax Planning for and in Retirement

Even though retirees are not working full-time, their tax situation can still be complicated because they may receive investment income, interest or dividend income or capital gains distributions in addition to collecting social security, a pension or drawing from an IRA. Whether they take those monies out or reinvest them, they may not be in […]

Continue Reading 0

Website Design by DRChoate Media