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...
Early Retirement: Can You Get There?
Early retirement – the thought of it can bring a smile to many faces, but how realistic is this goal? Well, that depends on a...
5 Money Goals for Your 50’s
Your 50’s is a time when you see the fruits of your labor come to fruition. This is typically the period where you will earn...
More Republican Presidential Candidates than Retirement Opportunities?
The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming. Just...
One Critical Expense Most Financial Plans Don’t Address
Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...
Double Dip or Triple Dip into Social Security
We are not talking about ice cream here but it does sound good, doesn’t it? These Social Security strategies, however, could ultimately buy you a lot...
How Much Should You Contribute to Your IRA?
Individual Retirement Accounts – or IRAs – (both Roth and traditional) are great investment vehicles for retirement for nearly everyone thinking of retiring someday, but...
Saving for Retirement When On The Cusp
In the first two parts of this series, Saving for Retirement at Different Life Stages and Saving for Retirement During Peak Earning Years, we discussed...
Saving for Retirement During Peak Earning Years
In the first part of this three part series on saving for retirement at different life stages, we discussed saving strategies for individuals still early...
