The primary difference between our working and retired years is not how our sources of income are taxed, but the “sources” of income themselves. Continue reading
Unlike Social Security and traditional defined-benefit pension plans, the 401(k) allows you to take control and responsibility over your own financial destiny. Continue reading
The retirement planning process doesn’t have to be an overwhelming endeavor if you focus on these four questions. Continue reading
I figured why wait until retirement to accomplish my so-called bucket list and created a 40 x 40 list of things to do by the time I reach my 40th birthday in just under two years. Continue reading
How many people do you know that earn $50k a year and can still retire in their 40s? Continue reading
When a loved one passes away, there is often an overwhelming list of things to do and inheriting assets may become a stressful experience. Here are some important steps to take if you inherit an IRA or simply want to make sure your loved ones aren’t hit with a tax surprise. Continue reading
Tweet I recently answered a question from a blog reader and received the following message: “Thanks VERY much! In the past few years, I have paid $500 to two separate financial planners to get this kind of advice, to no … Continue reading
Tweet Almost three years ago, we launched this financial wellness blog and I was pleased to be one of the financial planners chosen to share bits of wisdom and personal finance tips with you. Since then, I’ve written on everything … Continue reading
Think about how these potential changes can affect your retirement. Continue reading
If you want to be able to retire, get your ducks in a row. Continue reading
