Tag: retirement

4 Tips To Consider For Financial Security During Retirement

| November 1, 2019 | 0 Comments
4 Tips To Consider For Financial Security During Retirement

Retirement planning should start today because when the time comes that you can’t work like you used to, your finances are going to change a lot. You might have questions such as what your end retirement savings goal should look like, the kind of investments that would help you reach that goal, what kind of […]

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Can I Retire At 60 With $500K?

| October 16, 2019 | 0 Comments
Can I Retire At 60 With $500K?

As millions of baby boomers approach retirement with Generation X-ers not far behind, the question of “Can you retire with $500,000?” repeatedly pops up among our readers. Yet, it’s not only those 60-year-olds thinking about retirement, but also, we find middle-aged folks asking if retiring at 55 with 500k is reasonable. This article will delve […]

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5 Wealth Management Tips For Heading Towards A Comfortable Retirement

| September 13, 2019 | 0 Comments
5 Wealth Management Tips For Heading Towards A Comfortable Retirement

Most consumers know that planning for retirement takes a lifetime. While it’s more fun for consumers who are still working to focus on what they want to do with their new-found time, what they should be thinking about is wealth management. Read on to find five tips for how to save for a comfortable retirement. […]

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Forget $1 Million: Here’s How To Retire On A Lot Less

| May 10, 2019 | 0 Comments
Forget $1 Million: Here’s How To Retire On A Lot Less

You’ve no doubt heard the “wisdom” that you’ll need a million bucks to have any hope of retiring. If you’re like most folks, you’ve probably wondered how you’ll manage to save such a huge stash. Maybe you’ve given up and resigned yourself to working till you’re 100. I can’t blame you. Because with the rising […]

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The Best, And Worst, Ways To Buy Preferred Shares

| November 30, 2018 | 0 Comments
The Best, And Worst, Ways To Buy Preferred Shares

As you near (and enter) retirement you probably favor bonds, which provide income with less drama than stocks. However, less drama means less potential upside. With retirees living longer than ever before, it’s important to not go too conservative too early in life. And fortunately today, even 65 or 70 may be too early! One […]

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Why A Roth 401k Plan Makes Sense For You

| September 14, 2018 | 0 Comments
Why A Roth 401k Plan Makes Sense For You

Most everyone knows about a 401k plan. It is a typical benefit employers provide to help their employees save for retirement. While there are many benefits to investing in a 401k plan, there are some drawbacks. As such, a new version of the 401k plan has been growing in popularity. The Roth 401k plan. What […]

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Projecting Finances For The Aging

Projecting Finances For The Aging

In assisting my mother-in-law with her finances, one of the things I’ve done is to project how long her savings will last. I’m monitoring her income, spending and savings to ensure she is able to live comfortably now and still has enough to cover future potential living and care expenses. Since it may be of […]

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3 Ways You Can Achieve Financial Independence And The Retirement Of Your Dreams

| July 6, 2018 | 1 Comment
3 Ways You Can Achieve Financial Independence And The Retirement Of Your Dreams

My life’s ambition is to help as many people achieve financial independence as possible. That means being able to retire comfortably, as early as possible, in order to live life on your terms, not those of your boss. I recently came across an inspiring article that highlighted a married couple whose financial situation mirrors that […]

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3 Essential Facts You Need To Know About Social Security

| June 25, 2018 | 0 Comments
3 Essential Facts You Need To Know About Social Security

Social Security was formed in 1935 during the Great Depression. It was initially meant to serve a dual role. First, it was meant to alleviate poverty among the elderly. Second and more importantly, it was meant to allow older Americans to quit the workforce and make room for hiring the massive amount of unemployed younger […]

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