Enjoy the Rally, But Prepare for the Retreat
Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How [...]
Your Social Security Benefits & Your Provisional Income
Earning too much may cause portions of your retirement benefits to be taxed. You may be shocked to learn that part of your Social [...]
The Pros & Cons of Roth IRA Conversions
What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a [...]
Health Care Costs Are Cutting into Retirement Preparations
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can [...]
Retiring Before 60
If that is your dream, explore whether these steps could be useful to take. How could you retire in your fifties by choice? You [...]
Are You Really Saving Enough for Retirement?
Why an early start (and accepting some risk) matters. Are you on track to save $1 million or more for retirement? If you [...]
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, [...]
Do You Have a Financial Wellness Program?
Companies are luring & retaining employees with this key perk. What do your retirement plan participants wish you would offer? Besides the chance to [...]
A Look at Self-Directed Brokerage Accounts
Self-directed brokerage account can be a powerful tool when saving for retirement -- if used properly. Ever hear of an SDBA? That acronym stands [...]
How Do You End Up With A Million Dollar IRA Account?
An IRA worth $1 million or more must be a product of very early retirement planning and very astute investing, right? Compounding and great [...]