Financial Fridays with Bob Gustafson Bob Gustafson, Triton Financial Group

Retirement planning is like navigating a ship through uncharted waters. You need a solid plan to steer clear of hidden obstacles and reach your destination smoothly. We explore some common retirement planning mistakes and how to avoid them.

It’s really important you have enough money for retirement. The last thing anyone of us wants is for our money to run out during our retirement years. So, here are our top tips for ensuring your savings last through retirement.

If you have managed to save for retirement using a traditional IRA or 401(k), you may wish to consider doing a Roth IRA conversion. There are some good reasons for doing so, most of which include managing taxes. But should you go that route?

Charities rely on donations and for many donors, charitable giving is important to them. Many include charitable donations as part of their estate plan. So, whether you want to donate to an organization or cause that you are passionate about or help your school or university, there are steps you can take to ensure your money actually gets to them.

As humans get older, our bodies aren’t what they used to be, and neither are our minds. When it comes to financial decision making, it’s up to you to recognize the need for a transition plan.

If you think you may need long term care insurance to provide for personal care and wellness in the future, learn more before you invest.