Value Investing Offers the Biggest Bang for Your Retirement Buck
March 9, 2018
Have you ever heard of the term “torpedo stocks”? If you’re currently saving for retirement by buying stocks, this is a term that you should definitely be familiar with. In my last article on Mo..
How to Invest your Retirement Savings
February 19, 2018
If you’re just starting to invest for retirement, you may be making a big mistake without even realizing it. For decades, the industry drumbeat has been that stock investing is extremely challenging..
Why Your 401(k) Plan Is Your Most Powerful Investment Account
January 16, 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 ..
Making Financial Plans for Retirement
October 31, 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 budgetin..
3 Reasons Why You Should Be Maximizing Your IRA Contributions
October 19, 2017
Most people are notoriously bad at saving for their retirement. In fact, over 45% of people have nothing saved for retirement. Despite the fact that the sooner you start saving the less you will need ..
How to Handle Retirement Withdrawals
October 6, 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,..
Understanding 401k Plans
September 19, 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 wit..
Pros and Cons of Early Retirement
August 30, 2017
If you ask someone about their bucket list, or if you think about your own, odds are a few items on that list involve travel. If you dream of walking the Great Wall of China or seeing the Pyramids of ..
How Paying Off Your Mortgage Early Helps You Retire Sooner
July 28, 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 benefit..
Retirement Planning for an Older Population
July 8, 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 month..
Be Smart with Your Retirement: 4 Ways to Boost Your Nest Egg
March 14, 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..
4 Alternative Investment Options for Your IRA
January 13, 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 inherit..
How to Live Like a Retired King
December 20, 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 i..
Talking Retirement: How to Share Your Retirement Plan with Family
December 13, 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 ..
Planning Your Retirement with Personal Capital
October 29, 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..
Bad News: You Will Absolutely Need to Save More to Retire Comfortably
July 19, 2016
Hello everyone, I hate to bring bad news, but there is something going on around you, something you may have missed until now, but it is something we absolutely can no longer overlook as responsible i..
How the Future Will Dramatically Change Your Retirement
July 16, 2016
500 years ago it took a century for significant change to occur. Today, meaningful change can occur in months. It will be our ability to grasp these changes that will radically affect our lives for b..
Investing – One Gear in Your Financial Machine
July 5, 2016
Recently I shared about the 7 Gears of Wealth and focused on the first gear; which is cash flow. There is an old saying among investors that says, “Happiness is a positive cash flow”. The secon..
How an IRA Can Supplement your Social Security Income
June 23, 2016
Using an IRA to supplement your Social Security can improve the quality of your retirement, but there are some things you have to be aware of. Having an IRA can affect your benefits, but it will not r..
How To Turn Your 401k or IRA Into a Paycheck Machine for Life
May 19, 2016
Since the early 1980s, 401(k)s and individual retirement accounts have become the dominant way that workers save for retirement. Yet many workers long for the days of traditional pensions when you cou..
How a Wealth Manager Can Help You Prepare for Retirement
March 16, 2016
We all want to live long, healthy useful lives. A solid retirement plan is one of the best means of achieving security in advanced age, and even sooner if one plans to build enough wealth to retire ea..
How a Company Like Procter & Gamble Can Set You Up For Retirement
March 10, 2016
As more and more people begin to enter their retirement years they are finding that generating income to fund their expenses can be very difficult. Before 2008, most retirees used a healthy dose of tr..
The Secret IRA Your Advisor Doesn’t Know About
February 18, 2016
Most investors mistakenly believe they have a “self-directed IRA” when in fact they really have a multiple choice IRA. You may self-direct your account as long as you buy stocks, mutual funds, o..
4 Killer Strategies You Need When Investing For Retirement
October 16, 2015
If you have researched investment options for retirement, you’ve certainly noticed the dozens of different strategies and ideologies touted by investment professionals. Too many confusing options an..