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.

Why Your 401(k) Plan Is Your Most Powerful Investment Account
  • Why Your 401(k) Plan Is Your Most Powerful Investment Account

Why Your 401(k) Plan Is Your Most Powerful Investment Account

By |January 16th, 2018|

As an investor, you have many different accounts that you can use to invest your money in. And each of these different accounts has its own advantages and disadvantages. But there is one account that stands head and shoulders above the rest. It is your 401(k) plan.

What makes your 401(k) plan the best place […]

How You Can Invest in Real Estate Using a Self-Directed IRA
  • How You Can Invest in Real Estate Using a Self-Directed IRA

How You Can Invest in Real Estate Using a Self-Directed IRA

By |December 24th, 2017|

What is a Self-Directed IRA?
An Individual Retirement Account (IRA) is a type of savings account that is designed to help you create a healthy nest egg for your retirement while offering multiple tax benefits. However, regular IRAs limit your investments the more traditional assets options such as to mutual funds, stocks and bonds. Whereas […]

How to Prep Your Home for Senior Living
  • How to Prep Your Home for Senior Living

How to Prep Your Home for Senior Living

By |November 23rd, 2017|

Barring some manner of unforeseen tragedy, we are all going to grow old. This is a fact that we seem to be evolutionarily predisposed to ignore. Old age seems to catch us by surprise, as if such a thought never occurred to us. That might explain why making financial plans for retirement is so […]

Here’s What Young Professionals Need to Know About Investing
  • Here’s What Young Professionals Need to Know About Investing

Here’s What Young Professionals Need to Know About Investing

By |November 16th, 2017|

Once you’ve started your career and are bringing home regular paychecks, it’s time to start thinking about investing. The sooner you start putting money away for the future, the sooner you’ll reach your financial goals — and the bigger your nest egg will be when it’s time to retire. Here’s what you need to […]

Making Financial Plans for Retirement
  • Making Financial Plans for Retirement

Making Financial Plans for Retirement

By |October 31st, 2017|

As we journey through our working years, we typically have two major financial goals: To provide for ourselves during those working years, and to set aside some money for after we retire.

The budgeting process for those two functions is very different. For the short-term, it’s all about prioritization and tracking expenses. For retirement, the […]

3 Reasons Why You Should Be Maximizing Your IRA Contributions
  • 3 Reasons Why You Should Be Maximizing Your IRA Contributions

3 Reasons Why You Should Be Maximizing Your IRA Contributions

By |October 19th, 2017|

Most people are notoriously bad at saving for their retirement. Despite the fact that the sooner you start saving the less you will need to save to achieve the same outcome, people still wait well into their 40s and beyond before they start making regular substantial contributions to their retirement savings.

It may take a […]

How to Handle Retirement Withdrawals
  • How to Handle Retirement Withdrawals

How to Handle Retirement Withdrawals

By |October 6th, 2017|

There are two main schools of thought when it comes to retiring and drawing down the money from an investment portfolio. One common practice is called the four percent safe withdrawal rate. The other, a more conservative method, is to never touch your principal.

The safe withdrawal rate (SWR) of 4% is a method used […]

Understanding 401k Plans
  • Understanding 401k Plans

Understanding 401k Plans

By |September 19th, 2017|

Since the first 401k became available as part of The Revenue Act of 1978 they have become a mainstay in retirement planning. While most people are familiar with the 401k plan, many people struggle with some of the details. 401k plans require a plan administrator and use some terms that are unique to the […]

How Do You Find Partners to Invest in Real Estate?
  • How Do You Find Partners to Invest in Real Estate?

How Do You Find Partners to Invest in Real Estate?

By |August 24th, 2017|

A real estate investment partnership can work wonders, or it can be a nightmare. The challenge is finding the right investment partner. Find a real estate partner and there is a likelihood that you can complete twice as many deals or more. Some methods for finding the right fit include an online search, word […]

Divorce and Retirement Planning : How to Divide Retirement Funds Properly
  • Divorce and Retirement Planning : How to Divide Retirement Funds Properly

Divorce and Retirement Planning : How to Divide Retirement Funds Properly

By |August 5th, 2017|

Divorce isn’t easy, especially when it comes to splitting up the assets you’ve built as a couple. One aspect that often gets overlooked at this stage is how retirement plans should be divided, but you need to give this some attention as well.

Your nest egg is as important as your home and other assets, […]