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Retirement

 What to do with your portfolio?
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted August 4, 2020

What to do with your portfolio?

Where are the markets headed? That is a question I hear and get a lot these days with the pandemic still raging throughout the globe. The answer is no one knows what will happen to the markets as [...]

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 Money Market Investing – Is It For You
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted July 24, 2020

Money Market Investing – Is It For You

Money market investing is depositing money with a bank or financial institution that keeps its cash in financial obligations that span the short-term.  This is done to provide low-risk money [...]

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 Where to Place Your Cash
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By kgmeyer
In General, Personal Finance, Retirement
Posted July 21, 2020

Where to Place Your Cash

If you are like many in the country, you are nervous about what the stock market is going to do next. Yes, it dropped an unprecedented amount earlier this spring but has since made a welcome [...]

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 What you need to know about RMDs in 2020
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By kgmeyer
In General, Personal Finance, Retirement
Posted July 7, 2020

What you need to know about RMDs in 2020

The extended tax filing date is July 15, which is Wednesday of next week. Unless you were required to pay the IRS your taxes, most of you have most likely already filed. But for those of you who [...]

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 How to invest with as little as $5
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted June 30, 2020

How to invest with as little as $5

If you are young or old, it is never too late to start investing. The younger you are when you start the better off you will be. Yes, time is valuable when it comes to investing as compounding [...]

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 How much cash do you need in retirement?
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By kgmeyer
In General, Personal Finance, Retirement
Posted June 23, 2020

How much cash do you need in retirement?

Are you nearing or in retirement? If so, then you need to be aware of the importance of maintaining a cash stash at all times for a variety of reasons. And for those who are younger, you need to [...]

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 Use of Laddered Annuities
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted May 26, 2020

Use of Laddered Annuities

If you are like many right now, your financial future, both immediate and in retirement, is in chaos. Yes, times are tenuous at best right now, and while we are opening back up, it is to an [...]

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 Tips on Collecting Social Security
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By kgmeyer
In General, Personal Finance, Retirement
Posted May 19, 2020

Tips on Collecting Social Security

As a Registered Social Security Analyst and a Registered Financial Consultant, I know that for many people approaching retirement Social Security is a major issue and concern. For those of you [...]

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 Millennials and Retirement 7 Keys
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By kgmeyer
In General, Investing, Personal Finance, Retirement
Posted May 12, 2020

Millennials and Retirement 7 Keys

If you are a Gen X or Millennial, you are not immune from needing to think about your retirement savings and financial planning. In fact, for Gen X, it is a little late but later is better than [...]

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 Early Distributions from an IRA
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By kgmeyer
In Estate Planning, General, Personal Finance, Retirement
Posted March 10, 2020

Early Distributions from an IRA

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

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About K G Meyer

My name is Kirk G. Meyer, and I hold a Master of Science in Financial Planning from Bentley University which has broadened my thoughts and approaches to personal finance and financial planning in meaningful ways. I also hold a Bachelor of Science in Business Administration with an emphasis READ MORE…

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