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The Right Beneficiary
Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or savings account? You may be able to answer such a question quickly and easily....
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That First RMD from Your IRA
When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s).These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them...
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Gauging Your Financial Well-Being
How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you...
View Article3 Early Retirement Planning Ideas
Early retirement is the dream of many. The idea of paying your dues, saving up, investing smart and retiring at some point before the “traditional” retirement age of 65 has a strong pull. For many,...
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A Woman’s Financial Reality
Will this be your future? Did you know that 30% of American women age 65 and older rely on Social Security for 90% or more of their incomes? Did you know that SSI represents virtually the only source...
View Article15 Reasons Why You Won’t Be Able to Retire Early
Who doesn’t want to retire early? Unfortunately, many people won’t be able to. Even worse, many people don’t have a clue that they won’t be able to retire early. Such was the case with this couple in...
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Couples Retiring on the Same Page
What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Commission currently projects...
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10 Essential Factors of a Retirement Planning Checklist
If there’s one thing that you don’t want to do twice, that would be retiring. Imagine having to go back to work after you’ve called it quits. Yuck!! I’ve heard horror stories of this happening and the...
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3 Retirement Myths Investors Should Ignore
The likelihood of a successful retirement comes down to one overarching factor: mathematics. Therein lies the problem: the kind of mathematical gymnastics required to design a successful retirement is...
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5 Ways to Botch Your Retirement
If you’re like many people, you want to live comfortably in your latter years. But, unfortunately, that’s not possible for all retirees. Sometimes, the reasons are innocent enough: the entire market...
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