Tag Archives: retirement

What to Do When Your Pension is Terminated

So let’s look at the pros and cons of some common options. Continue reading

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Why Your Social Security Projection is Probably Wrong

If you keep it simple and focus on these behaviors, you will make the big debate about the future of Social Security a moot point in your financial life. Continue reading

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Be an Owner Rather Than a Loaner in Retirement

Rather than to low-interest bonds and cash, why not shift towards high-yielding dividend stocks and real estate? Continue reading

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Should a Roth IRA Be Part of Your Emergency Safety Net?

A Roth IRA can be an excellent retirement savings vehicle that also provides enough flexibility to be used for emergency savings. Continue reading

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What’s Your Magic Number?

Of course, it’s going to be a different number for each of us and there are countless ways to arrive at a number that makes sense for your life so my goal here is to try to help you figure out a reasonable estimate of what you might need without having to run numbers on a spreadsheet or a website that may or may not be worth the time it takes to prepare the estimate. Continue reading

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Using Real Estate to Supplement Your Retirement Income (Part II)

This week, I’d like to take a look at a few other ways you can use real estate to supplement your income by tapping into the equity you may have in the home you are living in right now. Continue reading

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When Should You Take Social Security?

Here’s how I go about helping people figure out the answer that is the best fit for their lives. Continue reading

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How to Use Real Estate to Supplement Your Retirement Income (Part I)

Owning rental property and investing in REITs are just a couple of ways investors can use real estate to supplement their income in retirement. Continue reading

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What Should You Do With Your Tax Refund?

Here are some things to consider before blowing it all on a random shopping spree. Continue reading

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A “Tail” of Two Kitties

April 2nd is National Employee Benefits Day and this year’s focus for the IFEPB is to increase awareness of the retirement crisis. Continue reading

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