5 Must-Read Books on Retirement Planning
Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs: The first is to make sure you don’t lose what you have. Chances are, if you’re in your 50s or 60s, you now have the most money you’ve ever had in your life. So, you […]
Think you are ready for retirement? Answer these 6 questions first…
If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement red zone.” Do you have enough? Will it last? When should you retire? These are some of the many questions you’ll be facing as you make important decisions about your future.
The Solution in Retirement: Dependable and Sustainable Income
The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years, according to an article recently published in the Wall Street Journal.
5 Steps to Creating a Budget for Retirement
It’s mid-January. By now, you’ve either tackled your resolutions with zest, or you’ve happily abandoned them. Many of us associate the New Year with turning over a new leaf. This is the year you’re going to lose those last 10 stubborn pounds. You will eat better, train for a marathon, organize your house and save money!
The Importance of Financial Organization In Retirement Planning
It always starts the same way. A New Year approaches and you have the best intentions for keeping your financial life organized. You file your receipts and statements (personally, I like old school filing cabinets and file folders rather than using a scanner), and for the first few months, you are dedicated to the task. […]
Advanced Planning for IRA’s and RMD’s
I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to […]
The 3 Major Reasons Retirement Plans Fail (And How to Avoid Them)
As you are approaching the finish line of your working career, it is important now more than ever to take some time and make sure your retirement plan doesn’t have any holes. Most people don’t want to take a few hours to make sure they are prepared for the next 20-30 years of their lives. […]