How to Manage Your Money after Retirement
You’ve worked hard for a lot of years and the day has finally arrived. Your office mates threw you a party. You packed up your belongings. And you drove away from work for the last time. You did it....
View ArticleTo Defer or Not to Defer; The Ultimate Pre-Retirement Question
By: John D. Buerger, CFP® Should you fund your retirement plan (401(k), IRA and Roth IRA), or not? Which plan? How much? As a financial planner, these are the most common questions I am asked by...
View Article9 Things to Consider When Planning for Retirement
By: Heidi Davis, CFP® As a Certified Financial Planner™, I get to work with many wonderful couples in their late 40s, 50s and 60s who are planning their retirement. Many hope retirement will allow...
View ArticleRetirement: Dreaming Is Okay, But Realistic Planning Is Better
By: Tammy Kraig, CFP® [Check Your Credit: Don’t Guess. Know.® Get your free credit report and score. No credit card required. We’re all aware of inspiring adages such as, “Follow your dreams and the...
View ArticleIndividual Retirement Accounts: Which Flavor Works for You?
How to choose between a traditional IRA and a Roth IRA. The efficiency of the driver’s license bureau. The readability of the IRS’s rules. The Postal Service’s track record of setting stamp rates...
View ArticleIs an Annuity a Good Investment?
By: Kevin R. Worthley, CFP® As a Certified Financial Planner™, I’ve been privy to a higher-than-normal amount of discussion and advertising about insurance annuities lately. Marketing materials and...
View ArticleSave for Retirement or Enjoy Life Now?
It’s typically a joke you hear your parents say: “We’re spending your inheritance, but we’re having fun while doing it!” Couples and individuals of all ages contemplate whether they should focus on...
View Article3 Ways to Catch Up on Your Retirement Savings
It’s best to start saving for retirement as soon as you start working. Even if you’re only part-time, you should put away what you can from each paycheck. Every little bit helps and will add up over...
View ArticleBoost Your Retirement Savings with Individual Retirement Accounts
By: Heidi Davis, CFP® What Are Individual Retirement Accounts? An Individual Retirement Account, or “IRA”, is a personal savings plan that gives you tax advantages for your retirement savings. Social...
View ArticleMonday Motivation: Yes, You Can Retire Confidently
In a recent CNN Money article, I read that upwards of 60% of workers have less than $25,000 saved for retirement. Furthermore, 23% of those interviewed by the Employee Benefit Research Institute...
View Article
More Pages to Explore .....