Category: Retirement Planning

If your retirement plan was intended to last another 2 years and your employer forced you to retire, here are some tweaks you may consider to realign your portfolio with your new goals.

Going back to 1935 when Social Security was created, President Roosevelt would not have expected that in present day so many people would be using the program as their sole source of retirement income.  Back then, a retirement plan or financial planning as we know it today likely wasn’t even talked about because the average life expectancy was only 62 years. Fast forward to today and we are facing a massive funding problem for the Social Security program.