How Most Families Lose Wealth Across Generations

How Most Families Lose Wealth Across Generations

July 13, 2018July 13, 2018

Making millions of dollars is not easy. But perhaps what’s even harder to do is maintaining that wealth – which is especially hard if you want to keep it in the family. Similar to diets and lifestyle choices, diff..

Amount of Millionaire Retirees Continues to Increase

Amount of Millionaire Retirees Continues to Increase

May 4, 2018May 4, 2018

There is a new study out from money manager United Income regarding the recent wealth of American retirees.  The study finds that while the country’s retirees may be trending both healthier and wealthier, it also found an ..

3 Reasons Why You Should Be Maximizing Your IRA Contributions

3 Reasons Why You Should Be Maximizing Your IRA Contributions

October 19, 2017October 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 to save to achieve the sa..

How to Handle Retirement Withdrawals

How to Handle Retirement Withdrawals

October 6, 2017October 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, a more conservative meth..

Retirement Planning for an Older Population

Retirement Planning for an Older Population

July 8, 2017July 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 months within just over two deca..

How Dividends Impact the 4 Percent Safe Withdrawal Rate

How Dividends Impact the 4 Percent Safe Withdrawal Rate

April 16, 2017April 16, 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. ..

Investing in an Aging Population

Investing in an Aging Population

April 1, 2016April 1, 2016

A report commissioned by the National Institute on Aging suggests that there are approximately 617 million people aged 65 and older in the world today. These individuals make up 8.5% of the world's population. However by the ..