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Factor Spending Into Retirement Planning

Factor Spending Into Retirement Planning

Proper retirement planning can bring serenity.

A common retirement planning rule of thumb is the so-called 4 percent rule.

The idea is that you withdraw 4 percent of your savings annually to fund yourself. As retirement planning goes, it’s not terrible advice. But one thing to be aware of is that people rarely spend on a straight line.

As the New York Times points out:

There’s a lot of research…

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Our Financial Advisors Help You Set The Best Course For Retirement

Our Financial Advisors Help You Set The Best Course For Retirement

Our financial advisors can help navigate smooth sailing toward retirement.

Whether it’s a question of switching from bonds to annuities or another investing option, the financial advisors of Seeman Holtz can help you set a smooth course to retirement.

Clients who make their own decisions can benefit from a relationship with one of our trusted financial advisors, who can help implement proven…

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Boca Insurance Company Makes High Tech Move

Boca Insurance Company Makes High Tech Move

Boca insurance company Seeman Holtz Property and Casualty has acquired a technology platform.

Boca insurance company Seeman Holtz Property and Casualty, a member of the Seeman Holtz family of companies, continues to add firepower, this time with the acquisition of a technology platform.

The Boca insurance company has announcedits 50th acquisition—Boston-based online home and auto insurance…

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Plan For A Happy Retirement

Plan For A Happy Retirement

A little planning can go a long way toward happiness in retirement.

We all know people who are happy in retirement and those who are miserable and we all want to be the former. But what are the happy people doing differently.

Here are a few planning tips to help you along the way to a happy retirement.

Retire your debt

What’s true for the rest of your life may be even more applicable in…

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Should You Ask Your Financial Advisors About Annuities?

Should You Ask Your Financial Advisors About Annuities?

Check on annuities with your financial advisors.

Good financial advisors don’t reject any investment out of hand and neither should you. That’s why giving annuities a good hard look makes sense.

Here are a few things financial advisors say you should think about when you think about annuities.

Annuities have been around a long time

In ancient Rome, people would make a single payment for full…

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These Retirement Planning Strategies Could Make A Difference

These Retirement Planning Strategies Could Make A Difference

Retirement planning calls for more than daydreams of tropical sunrises.

If you want to succeed at retirement planning, you need to adopt the right strategies and mindset.

To that end, here are some tips to help you get to the finish line in good shape.

Be tough

It’s easy to get distracted along the way by emergencies that come up, or just temptations. But successful retirement planningcalls for…

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Family Of Companies Including Seeman Holtz Financial Advisors Grows Through Acquisition

Family Of Companies Including Seeman Holtz Financial Advisors Grows Through Acquisition

The family of companies including Seeman Holtz financial advisors has acquired another Missouri company.

The family of companies that includes the financial advisors of Seeman Holtz continues its growth through acquisition.

Seeman Holtz Property and Casualty, the sister company to financial advisors firm Seeman Holtz, has announced the acquisitionof Redel Insurance Agency in Ballwin, Missouri.…

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Retirement Planning Firm Family Of Companies Expands In Home State

Retirement Planning Firm Family Of Companies Expands In Home State

The family of companies including retirement planning company Seeman Holtz continues to grow in Florida.

The family of companies including pre- and post-retirement planning firm Seeman Holtz is expanding its Florida reach again.

Seeman Holtz Property and Casualty has announcedthe acquisition of of Allstar Assurance, headquartered in Weston, Florida. Allstar has served South Florida for over 14…

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Family Of Companies Including Financial Advisors Grows Again

Family Of Companies Including Financial Advisors Grows Again

The company that includes the financial advisors of Seeman Holtz continues to beef up in Florida.

Seeman Holtz Property & Casualty, sister company to the financial advisors of Seeman Holtz, has added another company as it continues to expand.

The company announced last week the acquisition of Spencer Insurance Agency LLC, headquartered in Hobe Sound, Fla. Though the sister company to Seeman Holtz

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These Retirement Planning Tips Can Help You Get Ready For Golden Years

These Retirement Planning Tips Can Help You Get Ready For Golden Years

Follow these retirement planning tips for a relaxing future.

If you haven’t already started retirement planning, there’s no time like the present. Especially if you’re in your fifties.

These tips can help you get your retirement planning off to a good start. If you’ve already started, they may bring up something you haven’t considered.

Don’t let magical thinking cloud your reason

Money won’t fall…

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Retirement Planning Mistakes Could Leave You In The Lurch

Retirement Planning Mistakes Could Leave You In The Lurch

Retirement planning mistakes can lead you down a false path.

We all make mistakes, and retirement planning mistakes are especially common. The good news is that you can spot and correct your mistakes.

Here are a few retirement planning blunders, and how to fix them.

Relying too much on Social Security

As useful as Social Security is, it won’t be enough for a comfortable retirement.

“Contrary to…

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Should Living Abroad Be Part Of Your Retirement Planning?

Should Living Abroad Be Part Of Your Retirement Planning?

Quito, Ecuador is one city to consider in retirement planning if your goal is to live cheaply abroad.

Some folks dream of a beach in Florida. Others are incorporating more exotic locales into their retirement planning.

According to NerdWallet, there are plenty of places where a couple can live comfortably for less than $2,000 a month. But there’s something you better take into account, the site…

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Include These Steps In Your Retirement Planning

Include These Steps In Your Retirement Planning

Make staying active part of your retirement planning.

You need to do more than dream of retirement to have a successful next chapter. You need to execute on effective retirement planning.

To do that, you need to have a step-by-step roadmap to make your retirement planning a reality. Here are a few aspects of that roadmap.

Assess your savings

Have you put aside enough money for a comfortable…

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Seeman Holtz Insurer Adds Premier Professional Liability Agency

Seeman Holtz Insurer Adds Premier Professional Liability Agency

Insurer Seeman Holtz Property and Casualty is expanding with Indiana acquisition.

The Seeman Holtz family of companies is growing again, this time with the acquisition of a premier insurer focused on professional liability.

Seeman Holtz Property & Casualty has announcedthe acquisition of Ritman & Associates, Inc., one of the nation’s premier professional liability agencies, headquartered…

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Seeman Holtz, Pompano Beach, FL

Seeman Holtz, Pompano Beach, FL

Dearest Andrea Matthews,

There just aren’t enough words to express my gratitude for all that you did for me. Most love to you.

Sincerely,

June W.

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Adequate Retirement Planning Ensures Comfort In Future

Adequate Retirement Planning Ensures Comfort In Future

Have you done your retirement planning?

Is your retirement planning up to snuff to ensure a happy retirement?

It’s a question that takes on more urgency as you approach the day you leave your career and steady paycheck behind. These retirement planning tips can help you get ready.

Get started

If you haven’t started saving or done any retirement planning, now’s a great time to get started.

“If you…

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Seeman Holtz Family Expands With Pennsylvania Acquisition

Seeman Holtz Family Expands With Pennsylvania Acquisition

An acquisition in Pennsylvania expands the Seeman Holtz family of companies in the Northeast.

The Seeman Holtz family keeps growing through acquisition.

Seeman Holtz Property and Casualty recently announced the acquisitionof Merchants Preferred Insurance Services, Inc., headquartered in Erie, PA. Merchants Preferred has served he Pennsylvania, Ohio, and West Virginia areas for over 25 years with…

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