Retirement Goals | Craig Colley Certified Advisor & Licensed Producer

Retirement

MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.

Changes to Social Security Claiming Strategies
Changes to Social Security Claiming Strategies  1 The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended[...]
Time to Get Focused
Nearing Retirement? Time to Get Focused 1 If you're within 10 years of retirement, you've probably spent some time thinking[...]
Bridging the Gap
Resolving Projected Income Shortfalls: Bridging the Gap  1 What is a projected income shortfall?When you determine your retirement income needs,[...]
Annuities are coming to 401(k)s
The SECURE ACT will make it possible for employer-sponsored plans to add insurance products to their retirement plans.The SECURE ACT[...]
Buy Some Guaranteed Income
Thinking about diversifying a portion of your portfolio into something safe and guaranteed? Here's what Susie Orman has to say[...]
The Secure Act of 2020
What Is the SECURE ACT?The Secure Act was signed into law December 20, 2019, and became effective January 1, 2020.[...]
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