Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and …
Everything is Better with Bacon
It even makes understanding inflation easier. Let’s face it: talking about bacon is always fun. It can even help illustrate …
The Swiss Army Knife of Financial Tools
In recent years, another retirement savings vehicle has come about that might be superior to the 401(k): a health savings …
Creditors & Predators: Financial Planning and Liability Insurance A Love Story
Everybody knows that lawsuits and lawyers cost a lot of money, and being involved in a lawsuit could cost you …
You’re Young, Not Stupid
It’s easy to understand why saving for retirement isn’t a priority in your 20’s. But youth is a huge advantage …
Small Business Financial Planning
RUNNING A SMALL BUSINESS CARRIES WITH IT UNIQUE FINANCIAL PLANNING CHALLENGES, WITH MONEY CONCERNS AN ONGOING BURDEN FOR THOSE WHO …
Tempted to Tap Your 401(k)? Ask These Questions First
Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …
Retiring Soon? Look at Your Life Insurance
As you head into retirement, it makes sense to reevaluate your insurance coverage and make sure it’s sufficient. Now that …
Take a Systematic Approach to Long-Term Investing
While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan …
Common IRA Planning Mistakes
1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way …