It’s Your Money but There are IRS Rollover Rules to Follow Author: Scott PricePeople appear frequently in the office of a financial advisor in Orleans, MA with questions about the advisability of rollovers. A rollover is the withdrawal of an asset, usually cash, from a retirement plan, and the cash is deposited into a different [...]

Life Expectancy and Retirement Planning Author: Scott PriceThe retirement planner Orleans, MA clients rely on for advice always mentions life expectancy. Life expectancy is a critical concept for retirement purposes because it gives you an idea of how long you will have to support yourself once youre done working. Life expectancy is a factor used [...]

Already Retired? You Still Need Retirement Planning Author: Scott PriceOnce you retire the natural inclination is to think that financial planning is no longer needed. That’s not a good inclination to have because financial planning is a lifelong process and not something that comes to a screeching halt just because you don’t work any longer. [...]

Making Retirement Work Financially Author: Scott PriceRetirement is supposed to be an enjoyable time of life, but for many in today’s economy it’s become a time when stretching a budget has become imperative. Low interest rates, rising prices and financial market uncertainty has led to millions of retirees watching their hard earned savings melt away. [...]

Only in Your 30s? Time to Plan for Retirement! Author: Scott PriceSmart people consult with a retirement planner in Orleans, MA early in their working careers. The sooner the better is the rule of thumb. In fact, you could start planning for retirement while in high school working a part-time job if you wanted, but [...]