by John Rothe, CMT | Aug 23, 2017 | Retirement
Why an early start (and accepting some risk) matters. Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in savings to generate the kind of retirement income you prefer. Personal finance website NerdWallet...
by John Rothe, CMT | Aug 1, 2017 | Retirement
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. ...
by John Rothe, CMT | Jul 25, 2017 | Financial Planning, Retirement
Companies are luring & retaining employees with this key perk. What do your retirement plan participants wish you would offer? Besides the chance to save and invest part of their paychecks, that is? The answer could be “a little more help.” Last year,...
by John Rothe, CMT | Jul 17, 2017 | Financial Planning, Retirement
Self-directed brokerage account can be a powerful tool when saving for retirement — if used properly. Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to see if...
by John Rothe, CMT | Jul 10, 2017 | Financial Planning
Most of us will never face taxes related to money or assets we give away. “How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it. Misconceptions surround...
