Planning for a Comfortable Retirement
What comes to mind when planning for your retirement? Enjoying nature, time with family, spending blissful hours on hobbies? Regardless of what defines an ideal...
Saving for Retirement Without a 401(k)
As more Americans find themselves without an employer-sponsored 401(k) plan, it becomes even more important for investors to understand their options for retirement planning. Although...
How to Create Your Own Pension
The pension, as we know it, has pretty much gone the way of the dinosaur. The ongoing exception is the public employment sector. However, most...
To Roll Over or Not to Roll Over Your Retirement Plan?
When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person...
What the HECM (pronounced heck-em) is a HECM?
12 Ways to Help Improve Your Retirement Results! A HECM is a Home Equity Conversion Mortgage. As a line of credit, it can’t be cancelled,...
DIY for Home Improvement – Not Funding Your Retirement
The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in...
Why Rollover Your Retirement Assets into an IRA?
A 2014 study from Cogent Reports concluded that over 50% of affluent investors with a balance in a former employer-sponsored retirement plan expect to roll...
What Should You Do With Your Retirement Plan?
When You Leave Your Employer Or Retire…What Should You Do With Your Retirement Plan? The IRA rollover could be your answer. As retirement approaches and you prepare...
Why it May be Advantageous to Diversify Retirement Savings
Although income may be lower than it was during working years, retirees may be surprised when their tax bracket is unchanged or even higher during...
The Home Stretch to Retirement – Your 60’s
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you...
