Take Advantage of YOUR 401(k) Options
Your employer has new 401(k) options available. In addition to new Self-Directed Expanded Investment options, you also have the ability to discuss your financial goals with a financial professional....
View ArticleDo You Want to Retire to a “Happy” Country?
Retirement is habitually pictured and presented as a happy time in our lives. The phrase “the golden years” evokes images of carefree retirees golfing under blue skies or walking along the beach...
View ArticleBetter Save for Retirement with The Whole Picture
When it comes to financial planning, especially for retirement, many people only see what they have saved and fail to plan and set goals based upon what they will likely need. When you can’t see the...
View ArticleWhat You Need To Know About Pension Options
If you are retiring or leaving your current employer for whatever reason (laid off, quit, etc.) and you have a pension, you may have the option of either taking a lump sum payout or taking a monthly...
View Article3 Things Federal Employees Need to Know About Their VCP
While there has been a lot of political proposals and promises in the news during this 2016 election year, there is one potential budget change proposed by President Barack Obama for 2017 that may have...
View ArticleA Comprehensive Comparison of Retirement Plans
How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get rid of all your debt? Is your passive income allowing you to...
View ArticleTraditional IRA Advantages & Disadvantages
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some interesting features that can make them very...
View ArticleRetirement is an Artificial Finish Line
I received the following alert on my phone from that New York Times this past weekend: “Today’s women are much more likely to work into their 60s and 70s often full-time. And they’re doing it because...
View Article3 Tips To Managing Your Investments Smarter In Retirement
Retirement means no more hard work, right? Think again! When you retire, your new job is to make sure your money lasts long enough to keep you living in the lifestyle you want. With longevity trends...
View ArticleRetiring On Purpose
I ran into a friend recently who’s a hairdresser. He’s been in the business now for 50 years and has seen it all from the bouffant to the bob. After owning his own salon for as many years, he’s...
View ArticleHow to Find the Best Financial Advisor When Approaching Retirement
As you get closer to retirement, it’s time to get serious about your money. After a lifetime trying to increase your wealth, you now need to shift your focus to preserving it and generating income. In...
View Article8 Freelancing Jobs for Retirees
As a retiree, there’s no reason why, in this modern day and age, you should return to the 9-5 grind if you’re looking for a bit of extra cash, or simply something to do with your time. The world of...
View ArticleWhat are Retirement Assets? What’s a Fiduciary? Financial Terms Explained
Not all investors are financial geniuses. In fact, most aren’t. That’s why they look to hire the best financial advisor to care for and properly invest their life’s savings and plan for a comfortable...
View ArticleDefine Retirement: Volunteering Could Be a Win-Win for Retirees
In order to retire the way you want to, when you want to and as financially stable as you want to, it takes a good, solid financial plan and usually, the work of an expert financial advisor. (Will you...
View ArticleRetirement Planning: 3 Questions Pre-Retirees Often Overlook
A lot of people spend years, even decades, planning their retirement. But ironically, even with that much time, they overlook one big factor. With the help of their financial advisors, they determine...
View ArticleIRA Advantages and Disadvantages – What You Need to Know
What is a better fit for you as an investor: A traditional IRA or a Roth IRA? Whether you’re a financial planning Do-It-Yourselfer or you’re working with a financial advisor, it’s important to...
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Retirement Planning: Can Alternative Investments Help You Weather Volatile...
When planning for retirement, you have to balance taking too much risk and too little risk with your investments. Being too conservative creates the potential risk of outliving your savings or losing...
View ArticleTips To Make Sure Your Beneficiaries Are Accurate
There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance policies, brokerage accounts, etc. Unfortunately...
View ArticleWhat Does Retirement Really Mean (To You)?
Retirement is a nebulous word that means different things to different people. For some, it means leaving the workforce permanently to relax at home. For others, it means spending time doing the...
View ArticleWhat Does Your New Retirement Look Like?
Retirement today is not the same as it was 30, 20, even 10 years ago. Because we’re generally living longer nowadays (we might need to work on improving the quality of life in those later years), we...
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