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Washington DC Retirement

Investment opportunities for fifty-somethings

Turning 50 is a milestone birthday. It’s also an age at which many individuals become very serious about retirement planning. Two of the most...
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Do you need life insurance after age 65?

Just because you retire doesn’t mean your need for life insurance does. Depending on your financial obligations or goals, life insurance may...
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401(k) assets at all-time high

As the pension has disappeared, 401(k) plans have become a primary vehicle for retirement savings. In 2010, assets in 401(k) accounts reached a...
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Spring Cleaning For Your Financial Documents

Spring clean your way out of paper clutter and into greater financial control.Reducing paper clutter can help you free up your physical space as...
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Managing expectations: the three stages of retirement

Retirement is not a uniform stage of life with static financial requirements. Instead, it typically includes three distinct stages, each of which...
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When’s it time to claim Social Security?

Many often have questions about when they should begin taking Social Security benefits. As with everything, the answer depends on your financial...
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Get real with your retirement planning in 2011 part 3

Successful retirement income planning is about more than just having a specific retirement account like a 401(k) or IRA. It is a process of...
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Senate retirements will hurt Democrats in 2012

The battle for the Senate in 2012 here in DChas been lost in the spotlight thanks to the Presidential election that year. But it is considered a...
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Get real with your retirement planning in 2011 part 2

Baby boomers start turning 65 this year. According to the Pew Research Center, the largest generation of people – approximately 78 million -...
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Downsizing your home

As we age, our housing needs change. Perhaps you’ve gone through this cycle yourself: what once was a guest bedroom became a nursery, then a...
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