As you approach retirement—whether it’s in the next few years or still a little further down the road—it’s completely normal to feel a mix of excitement, uncertainty, and maybe even a little anxiety. After spending decades building a career, retirement can feel like both a relief and a big unknown. Read more…
Do you have a 401k or Individual Retirement Account? What fees lurk inside it? Do you put too much trust in a financial advisor to keep your best interests in mind? If you do have an advisor, are they truly an advisor? Or are they putting you into investments that Read more…
Every year, lists circulate of the most-searched questions and terms on Google, Bing, Yahoo and other search engines. I always get a kick out of the off-the-wall things people type into search engines. Things like “why do men have nipples?” “am I a vampire?” and “do women fart?” have all Read more…
One of the greatest threats to your personal finances is inflation. Inflation has likely impacted you personally, especially over the past year. The consumer price index (CPI), a measure of inflation in the U.S., jumped by 8.5% in March, the highest level since December 1981. Inflation is here, but the Read more…
There has been a lot happening over the past several months which may have you concerned – Russia’s intensifying attack on Ukraine, inflation and the continued uncertainty of “WTF is next with the COVID-19 pandemic” just to name a few. When unexpected events occur, it certainly has a human impact. Read more…
Choosing the right option for managing your money, such as retirement accounts and other investments, is critical. Choosing a bad financial advisor can have a lasting impact on your future net worth, ultimately leading to additional years you need to work to meet your retirement goals. A difference between a Read more…
Creating a vision for your retirement is critical to your happiness in your golden years. Jim and Beth retired 5 years ago. They were both excited to finally be done with work after over 30 years and were on to a new chapter in their lives. They had been dreaming Read more…
How to plan for Social Security in retirement is a concern for many. This article explores how social security works, what might happen with social security moving forward and when you might want to begin collecting your benefits. Social Security was introduced in 1935, in the bowels of the Great Read more…
Do you hope to retire at some point? Is it in the next 5 years? 10 years? 20 years? longer? Now is a good time to assess if you’re going to be ready. Do you know how much money you’ll need to retire? Read on. What retirement do you envision? Read more…
Most things have an order to them. Building a house, planting a garden, making a meal. Retirement planning is no different. In order to maximize your savings and earning potential, there are recommendations on the right order of retirement savings, including which “buckets” or accounts to invest in to get Read more…