Preservation Specialists, LLC

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We help individuals and families work toward achieving their ideal retirements.

Getting Organized In Retirement

February 21, 2018

Once you reach your retired years, you may think that your previous planning efforts would put you in the clear from a financial standpoint. However, the numbers that you use in your projections are in flux. This means that you must stay organized and keep on top of your financial status if you want to…

It's Not Too Late For Retirement Resolutions

January 24, 2018

The first month of 2018 is behind us but it is not too late to take stock of various aspects of our lives. One of the primary areas that is commonly reviewed each year is personal finance. If you are thinking about retiring within the next few years or longer, you may want to create…

Bitcoin and Your Retirement Portfolio

January 18, 2018

Did you hear about the people that are mortgaging their home to invest in Bitcoin?  It seems that as more and more people become interested in Bitcoin, that more people are thinking about adding it to their portfolio. With the recent major price increase of this cryptocurrency, there seem to be two opinions; one side…

Medical Debt and Your Retirement

December 22, 2017

The start of a new year can have you thinking about your health.  Joining a gym can be a goal for some as we head into 2018 but if you are planning for retirement, there is another side of health that needs to be considered; medical debt.  We sometimes forgo the care we need because…

Year End Contribution Reminders

December 6, 2017

Retirement planning today can ensure you have the funds to live comfortably in retirement without worrying about going back to work. IRAs, HSAs, 401(k)s, and other accounts allow you to multiply your savings with unique tax benefits not available with other accounts.  One way to maximizing the amount you have when you retire is contributing…

How Big Will Your 2018 Social Security Check Be?

November 27, 2017

The weather is getting cooler as 2017 is drawing near. We can all feel it. If you’re like many older Americans on a fixed income, you like to do a little planning ahead. If you’re wondering how large your Social Security check will be during 2018, your wait will be over soon. This month you…

Avoid Tapping Retirement Savings This Holiday Season

November 22, 2017

If you are like many people, you may easily spend hundreds of dollars or more on holiday gifts and related holiday purchases each year. Some sources indicate that consumers may spend more money over the holiday season this year than they have in previous years. The cost of gifts is only one seasonable expense. For…

Military Unveils New Retirement System

November 18, 2017

The United States Armed forces will unveil its new retirement planning system January 1, 2018. The new Blended Retirement System, or BRS for short, has so far drawn mixed reviews from those that understand it and puzzled looks by the many that do not. The changes to the system are discussed below and will hopefully…

Are You Planning To Retire In 2018?

November 10, 2017

We are in the final days of 2017 and for some that means closer than ever to retirement! After working 40-plus years, if not even longer, upcoming retirees should look forward to spending the latter years of their lives doing what they love in retirement. In some situations, being able to earn income following retirement…

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