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..
3 Things Every Adult Should do to Prepare for the Future
July 30, 2015
This could be a long list, but of course, this is a finance site. So, we’re talking about money. Being an adult has lots of ramifications. If you are in your second, third, fourth, fifth, (or more) ..
Early Retirement Extreme – Stop Working in Your 30s
July 21, 2015
How old are you? In your 30s? Poor you. Still, a long way to go until you finally reach your career goal: retirement!! Sure, work gives our life meaning and purpose. But wouldn’t it be great to slee..
Your Retirement, Saved (In Under 10 Minutes)
July 16, 2015
Does retirement scare you? You’re not alone. According to the National Institute on Retirement Security, 51% of Americans are concerned that the COVID-19 pandemic has impacted their ability to save ..
Rolling Over a 401(k) to an IRA
March 20, 2015
With 401(k) plans becoming less and less useful, many investors are looking for other options to grow their money such as by using Betterment. One of the main drawbacks of the modern 401(k) is it’s ..
Is Your Retirement At Risk?
December 1, 2014
Retirement planning is a crucial task. The reality is that most people work for most of their lives in order to save money and be able to survive their golden years without working. However, with curr..