Retirement

Last week we looked at 401(k) maintenance and how your choices can affect your retirement accounts. But investing in a 401(k) is not the only way for people to save for retirement. Depending on [...]

If you have an employer-sponsored 401(k), there are some steps you may wish to consider to maximize your returns and hence enhance your retirement. While you do not need to be a financially [...]

First, I must apologize for being a bit inconsistent in the last few weeks. I have had some health issues that have consumed a good portion of my time that I am hoping are behind me now, and I [...]

I recently read an article that I wanted to share the basic core ideas with those of you that are Baby Boomers and as a warning for Generation X. Are Baby Boomers headed for a retirement crisis [...]

Should you take your Social Security benefits at age 62, full retirement age or even age 70? As a financial planner and Registered Social Security Analyst (RSSA), I can honestly say that there is [...]

A lot of people, about 10,000 Baby Boomers a day, are set to begin the retirement phase of their lives. But many of the people who are retiring are worried about how they will retire and how they [...]

Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]

With college and high school graduations going on right now, it is extremely important for all of you young graduates to consider planning for your retirement. Yes, I know what you are thinking, [...]

Sorry I missed last week’s post; time it seems got away from me somehow. It seems that it happens more and more these days. But I will double down and push ahead full force. The main reason for [...]

There are a few legal ways in which you can trim your tax liability in retirement. Most people save for retirement in either a 401(k) or similar type account or an Individual Retirement Account [...]