Retirement

Everyone’s dream retirement isn’t the same, but there is no doubt that in every retirement dream, you, the main character, is living the sweet life. Learn some tips and advice on how to achieve the financial freedom that will let you retire in style.

4 Alternative Investment Options for Your IRA
  • 4 Alternative Investment Options for Your IRA

4 Alternative Investment Options for Your IRA

By |January 13th, 2017|

Forbes published a story recently about a famous pianist who died and left her daughter a significant amount of money in her IRA. The daughter wanted to purchase real estate with the money she inherited, but was terrified of the tax implications. Imagine how happy she was to realize that an IRA could actually purchase […]

How to Live Like a Retired King
  • How to Live Like a Retired King

How to Live Like a Retired King

By |December 20th, 2016|

When you’re young and starting your career, the secret to wealth involves hard work and knowledge that will translate into a successful career. You can always make investments and continue to grow in your field until you reach the level of wealth you’ve always wanted.

Making a comfortable living during your working years is great, […]

Talking Retirement: How to Share Your Retirement Plan with Family
  • Talking Retirement: How to Share Your Retirement Plan with Family

Talking Retirement: How to Share Your Retirement Plan with Family

By |December 13th, 2016|

Planning for retirement can be a contentious issue – in large part because it brings up a lot of worries about both financial security and physical well-being – and this can cause people to avoid talking about the topic. Unfortunately, by keeping your plans to yourself, you could be compromising your future care and […]

Retirement Planning: Is the 4% Rule of Thumb Right for You?
  • Retirement Planning: Is the 4% Rule of Thumb Right for You?

Retirement Planning: Is the 4% Rule of Thumb Right for You?

By |November 28th, 2016|

The following post was originally published on wealthminder

Rules of thumb can be great. They allow us to take complex topics and make them simple. For example, you’ve probably heard that you should change the oil in your car every 3,000 miles. We don’t need to understand much about cars to follow this rule. Simply read […]

Planning Your Retirement with Personal Capital
  • Planning Your Retirement with Personal Capital

Planning Your Retirement with Personal Capital

By |October 29th, 2016|

Personal Capital is a great platform for managing your finances, but when you look beyond the surface it offers so much more. It gives you the ability to keep track of all your financial accounts, and this is particularly useful if your money is more spread out. But you shouldn’t overlook its ability to […]

Preventing Retirees from Getting Cheated out of Their Social Security Payments
  • Preventing Retirees from Getting Cheated out of Their Social Security Payments

Preventing Retirees from Getting Cheated out of Their Social Security Payments

By |October 13th, 2016|

“Every year, people leave tens of billions of dollars on the table in terms of money that they’re entitled to, they could get if they made more informed claiming decisions about Social Security.”
Phil Moeller, co-author Get What’s Yours: The Secrets to Maxing Out Your Social Security.

“Americans leave $10 billion in unclaimed spousal benefits on […]

7 Retirement Tips for People in Their 20′S
  • 7 Retirement Tips for People in Their 20′S

7 Retirement Tips for People in Their 20′S

By |September 9th, 2016|

The following post was originally published on Wealthminder

For most people in their 20′s, retirement is an abstract thing to worry about some time in the future.  Because it is so far away, it’s easy not to think about it.  That would be a mistake.  Here are 7 retirement tips to help get  20 somethings on […]

Financial Planning – Your Investment GPS
  • Financial Planning – Your Investment GPS

Financial Planning – Your Investment GPS

By |September 2nd, 2016|

The following post was originally published on Wealthminder

A recent Wealthminder survey found over 70% of individuals don’t have a formal financial plan.  Most of these people wouldn’t dream of starting a project at work or making a major purchase without having a solid plan of attack.  So, why are they willing to leave their financial […]

Why Millennials Should Start Saving for Retirement
  • Why Millennials Should Start Saving for Retirement

Why Millennials Should Start Saving for Retirement

By |September 1st, 2016|

Compared to earlier generations, Millennials are having a difficult time adjusting to life as adults. The Great Recession of 2007 has delayed their ability to start a career, which has also hindered their ability to save for retirement. And it’s not just the younger generation that has been affected by this change in the […]

7 Retirement Planning Tips for People in Their 40′S
  • 7 Retirement Planning Tips for People in Their 40′S

7 Retirement Planning Tips for People in Their 40′S

By |August 19th, 2016|

The following post was originally published on Wealthminder

Have you recently woken up, realized you are no longer in your 20′s or 30′s, and decided it’s time to get serious about your retirement planning?  If so, here are a few suggestions for how to get yourself on the right track.
Give yourself a check-up
The first thing you […]