Retirement
Post Archive
6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreYour Brokerage Statements Suck
This article was originally published on Forbes on March 8, 2018. Your brokerage statements? They’re awful. Families are misinterpreting the information on their brokerage statements, and they are not being given the information they need to feel confident, comfortable, and well-informed when it comes to making financial decisions. If you own any investments with a…
Read MoreSupercharge Gifts To Kids With Roth IRAs
As the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships. Is there an opportunity for these summer jobs to begin securing your child’s or grandchildren financial future? You bet there is, and it has arrived gift wrapped within the tax code in the form of a Roth…
Read MoreBiggest Mistakes When Buying a Vacation Home
It’s your favorite time of year to travel to fun, fantastic retreats with family and friends. You have the best times and create wonderful memories at____________(you fill in the blank) seaside, lakefront or ski resort. You’re certain that these beautiful times can be repeated regularly and forever if you spend more time at that cherished…
Read MoreSocial Security Benefits: When to claim them if you’re still working
You’ve just celebrated your 65th birthday and you’re ready to claim your Social Security benefits. Not so fast! Although you have reached the traditional retirement age, you enjoy your work and plan to continue working for a few more years. How does this impact your decision to begin Social Security benefits? What is FRA (and…
Read MoreThe Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice
Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017. Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…
Read MoreThe Truth Behind Your "Retirement Number" for Planning Retirement Income
Have you ever been watching TV only to be interrupted by a commercial asking you to figure out your “retirement number?” You know, everyone has one – the amount of money you need to retire. In the commercials, cheery folks walk around with their figure under their arm, smiling, while a calming voice instructs you…
Read MoreA Review of the Best Personal Finance Calculators
A good personal finance calculator should be simple to use and understand, but still provide valuable information to the user. These types of calculators are challenging to find: Google searches tend to return a sizable list of tools, but many are attached to a sales pitch or annoying ads. Below is a small list of calculators…
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