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.

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, […]

How Paying Off Your Mortgage Early Helps You Retire Sooner
  • How Paying Off Your Mortgage Early Helps You Retire Sooner

How Paying Off Your Mortgage Early Helps You Retire Sooner

By |July 28th, 2017|

It’s one of the most strongly recommended pieces of advice when it comes to early retirement strategies: You need to pay off your mortgage as soon as possible and become debt-free.

While the benefits of no longer having to pay for your house are obvious, this advice can be somewhat conflicting …

If I want to […]

Retirement Planning for an Older Population
  • Retirement Planning for an Older Population

Retirement Planning for an Older Population

By |July 8th, 2017|

People Are Living Longer

According to estimates published by the Office for National Statistics the average life expectancy for newborn girls is on course to reach just under 97 years and four months within just over two decades. Over the last 30 years human life expectancy has increased by almost a decade. The Office for […]

3 Ways to Invest Your Tax Return
  • 3 Ways to Invest Your Tax Return

3 Ways to Invest Your Tax Return

By |May 18th, 2017|

Tax season is behind us, and millions of Americans are anxiously awaiting their tax refunds. According to the IRS, 70 percent of filers get a refund and the average 2016 refund was $2,860. Whether you are getting a paper check or a direct deposit, you may want to think twice before you rush to […]

How Dividends Impact the 4 Percent Safe Withdrawal Rate
  • How Dividends Impact the 4 Percent Safe Withdrawal Rate

How Dividends Impact the 4 Percent Safe Withdrawal Rate

By |April 16th, 2017|

When I first started looking at planning for retirement and following personal finance blogs, I came upon the concepts of early retirement and the 4 percent “safe withdrawal rate.” I wondered what this all meant. This safe withdrawal rate, also known as the SWR, comes from the Trinity Study.

This study back-tested how much a […]

Effective Financial Planning Tips
  • Effective Financial Planning Tips

7 Effective Financial Planning Tips for Young Medical Professionals

By |March 20th, 2017|

Medical professionals earn well, but they’re also saddled with heavy debt before receiving their first paycheck!

Whether you’re fresh out of medical school or a residency, trying to figure out how to maintain your financial security while paying off student loans and professional expenses can be tough. Proper planning is the only way to achieve […]

Be Smart with Your Retirement: 4 Ways to Boost Your Nest Egg
  • Be Smart with Your Retirement: 4 Ways to Boost Your Nest Egg

Be Smart with Your Retirement: 4 Ways to Boost Your Nest Egg

By |March 14th, 2017|

This is a post from Pauline of InvestmentZen.com

Sometimes, there seems like there is not enough money to do it all. Save for the next holidays, for a new car, to buy a house, send the kids to college,… it is a lot! So what do we do? We delay or reduce our retirement contributions. […]

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 […]