When you’re ready to retire, how can you be sure you’ll have enough money to last? And what’s the best way to withdraw your savings over the years? ...
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Comments Off on Stanford analyzed 292 retirement strategies—here’s what its experts determined is best
Retirement
Can you a remember a time when retirement didn’t exist? It wasn’t that long ago. And we might be heading that way again, because today’s “retirees” have a ...
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Comments Off on Baby Boomers are Rewriting Retirement History
Current strategies for tax optimization by asset location in after-tax, pre-tax, and tax-free (Roth) accounts are unchanged. Because of lower rates, retirement savers will have more after-tax money in ...
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Comments Off on Impact Of The New Tax Law On Financial Planning And Retirement
Despite all the talk of a retirement crisis — and fears of people running through their savings too quickly — a new study has found something interesting: Older ...
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Comments Off on What You Could Learn About a Successful Retirement From Current Retirees
And you’ll find almost as many that say it’s dated and overrated. Which is accurate? A lot depends on the individual investor. Simply put, buy and hold is ...
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Comments Off on Is the ‘Buy-And-Hold’ Strategy Still Alive and Well?
Cold season is upon us and many of us run to the medicine cabinet for a zinc lozenge or a pack of Emergen-C. The sad truth behind these ...
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Comments Off on The Unfortunate Reality of Common Cold Remedies
When the New Year rolls around many of us focus on making financial resolutions. These goals often include things getting out of debt, saving more or negotiating a ...
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Comments Off on Financial Resolution for 2018: Buy More Time!
Once you’ve reached your middle years, it’s time to stop thinking your employer-sponsored life insurance is all you need. Those group plans are usually designed to cover burial ...
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Comments Off on You’re in your middle years? Here’s why you probably need to buy life insurance
One of the questions I am asked most often by my clients is whether they should pay off their mortgage before they retire. As with most other questions ...
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Comments Off on When Paying Off Your Mortgage Early May Make Sense
In order to retire happy you need to have two boxes checked: 1) financial security 2) good health. These two categories are mutually dependent on one another. Without ...
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Comments Off on How to Retire Happy – 5 Tips Backed by Science
