Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
How the magic of writing a letter could help convey your intentions to a beneficiary.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
