Combating Retirement Anxiety and the Fear of Running Out of Money

Combating Retirement Anxiety and the Fear of Running Out of Money

Retirement is the endgame for most people — it's literally why we work so hard our entire lives. But it's also no longer a situation that is as straightforward as it once was, particularly as far as financial planning is concerned. According…
It’s Not Too Late to Make a 2018 Retirement-Plan Contribution

It’s Not Too Late to Make a 2018 Retirement-Plan Contribution

Have you been ignoring your future retirement needs? This tends to happen when people are young; because retirement is far in the future, they believe that they have plenty of time to save for it. Some people even ignore the issue until late…
Here's How to Use 2019 as a Chance to Save More Money Than Ever in the Long Run

Here's How to Use 2019 as a Chance to Save More Money Than Ever in the Long Run

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A new year is nothing if not a new opportunity – and one that it would be an absolute shame not to take full advantage of. Every January, people make countless New Year’s resolutions. Some want to lose weight; others want to become more…
Thinking of Tapping Your Retirement Funds Early What You Need to Know

Thinking of Tapping Your Retirement Funds Early? What You Need to Know

If you are suddenly in need of a substantial amount of cash, probably the last thing you should do is tap your retirement funds. They are the key to a financially comfortable retirement. The younger you are, the less likely you are to think…
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Is a Roth Conversion Right for You? But Be Careful, They Can No Longer Be Undone!

Article Highlights: Conversion Timing Why Convert? When to Convert? Issues to Consider Before Making the Decision Roth IRA accounts provide the benefits of tax-free accumulation and, once you reach retirement age, tax-free…
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Tax Reform Cracks Down on IRA Recharacterizations

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Article Highlights: Tax Trap Traditional IRA Roth IRA Traditional to Roth Conversions Undoing a Conversion Note: The is one of a series of articles explaining how the various tax changes made by the GOP’s Tax Cuts &…
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3 Tips to Getting Retirement Right in Your 20s

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Article by Walter Updegrave | Found on CNN I'm in my 20s and would like to start taking steps to ensure a secure retirement and financial future. But like many people in my generation I'm confused about where to start, who to contact and what…
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5 Things Millennials Need to Know About Retirement

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Article by Wendy Connick | Found on CNN If you're a Millennial, you're in a great position to give yourself a fabulous retirement. You have plenty of time to save, which will means compound interest can be a powerful wealth-building tool for…
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Here's How Boomer Women Are Thriving In Retirement

Article by Kerry Hannon | Found on Forbes Should I stay or should I go? It’s a conundrum for many boomer women. You’ve spent your adult life building a long and fulfilling career, but the time gradually arrives when your friends start…
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The Hot New 'Retirement' Plan for Baby Boomers: Starting a Business

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Article by Leigh Buchanan | Found on INC.COM Characterizing a Boomer business as a retirement hobby is as misleading as saying all 20-somethings launch app companies. Still, startups by people over age 50 tend to skew small. Gallup reports…