Financial Planning

18
Jan

4 Hobbies to Avoid the Gr “Ouch” of Retirement

Simple Ways to Have an Easy and Enjoyable Post Career Life “This Grouch has got to GO!” Look Oscar, the Sesame Street Council is fed up with your garbage, and they want you to retire soon.  Come on, you’ve been talkin’ trash for decades, so it’s no wonder that all you have saved is scraps, litter and rubble.   In fact,

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15
Jan

Disability Insurance is Paycheck Insurance vs Disastrous Events

Don’t be a ‘Menace’ to Your Money if You Become Injured or Sick “Dennis the Menace!” Mr. Wilson, are you kidding! You let that disastrous Dennis near your new racket and, of course, now YOU need stitches and a head CT! So, why don’t you have disability insurance? In fact, we’re surprised this problem child hasn’t knocked some sense into

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7
Jan

7 Sweet Strategies to Help Raise Money for an “M”ergency Fund

How to Earn and Save Money When You Need Cash Right Away “A Major Meltdown!” Oh Sugar! The Yellow M&M crew member is in a financial crisis. He needs some quick cash to open a chocoLIT book store, but he only gets paid peanuts for his spokesperson job. In fact, he’s in such bad shape that he’s cracked under the

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17
Dec

How to be the “Grinch” That Stole a Success Plan

Rules to Set Yourself Up for Success and Achieve Your Goals “It’s a Grinch Grudge!” Don’t be fooled folks! It’s that time of year and the Grinch is still green and full of mean! He just stepped up his game with a five year Holiday Heist plan, so he’s even more determined to keep Crushing Christmas! Oh, no ho ho!

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17
Dec

Take the “Frost” Off of Your Financial Planning for 2019

 Financial Goals That Should Be On Your Christmas List This Year “Forget the Frostbite!” Hey, Jack Frost, why are your financial goals on ice!  The problem is that you’re too busy nipping at everyone’s noses, when you should be making regular investments and efforts toward your future savings! In fact, your financial planning has been frozen for years. It’s no

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5
Dec

Holy Batman! 10 Obstacles of Saving for Your Retirement

Life Events that Can Prevent You from Saving Enough for Your Retirement “The Joke’s on YOU!” Yup Joker, you’ve been clowning around for decades and now that your pranks are tired and your one-liners are weak, it looks like retirement may be the best option at your age. But here’s the gag, you goofed up and you barely have enough

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8
Nov

16 “Mighty” Great Things to Do When You Retire

How to Make Your Retirement Years Fun and Exciting “How about some Hercu-leisure!” Hey Hercules, aren’t you supposed to be the strongest man on earth? Then why do you get so bent out of shape every time a bodybuilder gets more likes than you on Instagram? Maybe it’s time for you to retire and find something else to do. Obviously,

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30
Oct

What’s so “Biting” about Retirement?

“Count Draculaugh!” Ha! It’s funny how the Prince of Darkness still thinks he’s the scariest thing out there. Sure, he’s been a pain in the neck for centuries, but it’s retirement that really has folks on edge. Why? Because for some it drains the life out of their savings and sucks any sense of financial security. We, at Achieve Financial

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23
Oct

Annuities Offer a Solution to Long Term Care Planning – Don’t alienate it as an option!

How Deferred Annuities Offer Flexibility in Funding Long Term Care “NA-NU NA-NO Funding!” Calling Orson, Come in Orson!  If Mork is now officially an earthling, then what’s up that red one piece?  Isn’t he supposed to be studying human behavior?  So, why doesn’t he have a stylist and a long term care plan for his retirement?  Orson, find some cell service on

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23
Oct

The “Diff’rent Strokes” of Health Savings Accounts (HSAs)

Pros and Cons of  HSAs “What Chu Talkin’ ‘Bout Willis?” Settle down Arnold. Remember, the world don’t move to the beat of just one Drummond! Look, you may be chillin’ in a swanky crib on Park Avenue now, but it looks like you may have to take some Diff’rent Strokes with your Health Savings Account. Well, you’d better hurry up;

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