After a decade of saving and investing more than half of their income, Justin and Kaisorn McCurry built a portfolio of $1.3 million, enough to support their modest ...
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Comments Off on Couple that saved over $1 million to quit work in their 30s say this is the hardest part about retirement
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Much of the criticism of annuities is deserved, and I’ve joined in it. There are annuities that are complicated, charge high fees and have a lot of restrictions. ...
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Comments Off on When To Replace Bonds With Annuities
Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to ...
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Comments Off on IRS Announces New Bigger Retirement Plan Contribution Limits For 2019
Annuities receive a bad rap in many circles, yet there is solid evidence that supports including the right kinds of annuities in your portfolio. Much of the criticism ...
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Comments Off on When To Replace Bonds With Annuities
Investors and advisors perennially debate the merits of active investing vs. passive investing, but abundant evidence shows passive investing typically produces superior long-term returns. The evidence is clear ...
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Comments Off on Evidence-based investing wins over speculating
Student loan debt is surging, hitting a new record of $1.5 trillion in the first quarter this year. Massive student loan debt can cause problems in people’s lives, ...
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Comments Off on Clients are looking for student loan relief over 401(k) benefits
As a financial advisor with a 90-year-old mother who I helped deal with the affairs of her 92-year-old sister, I’m acutely aware of the women’s retirement crisis. I ...
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Comments Off on Use Planning To Overcome The Risks To Women’s Retirement
If you read a lot about retirement you have no doubt come across established thinking that asks you to follow the so-called 4% rule and to choose a ...
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Comments Off on Beware conventional wisdom when planning for retirement
There is no excerpt because this is a protected post. ...
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Comments Off on Protected: How to Identify and Tell Your Most Powerful Stories
If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving? The White House is betting so, announcing on ...
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Comments Off on White House looks to relax rules for workplace retirement plans
