Healthcare Costs in Retirement: What Most Pre-Retirees Seriously Underestimate
The average retiree needs $172,500 for healthcare alone—and retiring before 65 can spike costs by 90%. Here's what most pre-retirees miss.
Home Equity: A “Forgotten” Real Estate Investment?
For those nearing retirement, a paid-off home is not just a place to live. It’s a real estate investment. For many, it’s a retirement benefits.
Taking Action When You Are Dropped From Your Old Employer’s 401k
When you move jobs, you might have forgotten to move your 401k with you. The money is still yours, but you need to take action within a limited timeframe.
5 Professions That Still Offer a Pension Plan
In today’s tighter economy, most companies no longer provide pension plans for their employees. Keep looking though, there are still some out there.
Balancing College Savings with Retirement Savings
Saving for college and retirement can stretch your budget to the max. Here is how you can balance it all.
General Obligation Bond Holder? Be Afraid.
The municipal bond market has always been bifurcated. No, I don’t mean insured vs. uninsured bonds, although that is certainly true as well.
Long-Term Care Insurance Has its Own Challenges
Because people are living well into their 80’s, 90’s and even past 100, long-term care insurance has become quite the hot topic in the past 20 years.
What is Financial Planning?
What is financial planning? Having a financial goal of some kind and then creating a plan to enable you to accomplish it is what financial planning is all about. It...
5 Reasons to Move a 401k After Changing Employers
Taking on a new job always brings with it the issue of what to do with your 401k plan. Of course, you could simply leave it where it is, put...
4 Tips for Using a Financial Calculator to Plan Your Retirement
When making plans for your retirement, a financial calculator will help you to understand what you need to do. By doing so, it will also let you know whether or...
Making Plans for Retirement Before You Want to Retire
Many people think of retirement as a time when they can simply kick back and do nothing for the rest of their life. While this will make some people happy,...
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Most Recent
4 Reasons Your Spouse Should Open an IRA
Even if your spouse doesn't work, it makes sense for them to open an IRA and make contribution to it.
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Growing Wealth by Buying the Farm
What might be a good real estate investment at this time? Consider buying a farm. Here's why.
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Using Your 401K to Fund a Startup
If you didn't realize it, you can tap the money in your 401k to help fund your startup. There are two main ways to do so: as a participant loan or ROBS.
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How To Choose A Mutual Fund As A New Investor
So, you have decided that it is time to get involved with investing, but the landscape looks pretty daunting. After all, there are thousands of mutual funds and seemingly just as...
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Retirement Planning For The Young(ish)
Now, young in the retirement planning world is a lot different than the real world, maybe even more so in this economy. And, of course retirement planning for a “young” person...
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Retirement Planning In Two Easy Steps
Looking ahead to retirement already? Don't be daunted by the prospect. Here are two simple steps to take when planning for retirement.
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