News and Resources

What is Diversification and Why It Matters

  News
  investing, retirement
Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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Retirees, What You Need To Know About Your Mortgage

  News
Mortgage debt is a topic on the minds of many retirees. A survey by a national mortgage banker, American Financing, found that 44 percent of Americans age 60-70 have a mortgage when they retire. More interesting still, that survey found that 17 percent of participants feel that they may never be able to pay it…
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Are You Using These Retirement Savings Vehicles?

  News
Saving for retirement is like establishing a good habit — it’s difficult to get started but changes your life for the better each day. Forming bad habits is easy but good habits take time, patience, and determination to see through.  Here at Retire To, we love to help you form good habits that last to…
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5 Improvements To Make Your House More Retirement-Friendly

  News
What does home mean to you? When you retire, one of the many questions you will need to consider is where you want to live. For some that may mean downsizing or moving to a different state to begin this new phase. For others, it may mean staying put and remaining at the place that…
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Why Your Estate Planning Matters As A Retiree

  News
  estate planning
A legacy means something different to each person you ask. It can come in many forms: a family home, a precious jewel, a secret dinner recipe, a story.  Today more than ever people are interested in their family histories. With increased sales for DNA analysis and ancestry reports, people are voyaging through time to meet…
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Spring 2021: A Course on Advanced Retirement Issues

Fall 2019: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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Do You Still Need Emergency Savings In Retirement?

  News
According to a 2018 Bankrate.com survey, 55 million Americans said they had nothing saved in an emergency fund. That means that one accidental fall, one company reorganization, or one burst pipe could send nearly a quarter of the population into financial trouble. This is a startling statistic and one that highlights the importance of an…
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