Over the past 30 years, I’ve seen more of my clients retire early than I expected at the beginning of my career. Corporate downsizing, early retirement options, health issues, family issues, and just changes in life plans have led many to say goodbye to a career before 59 ½...
The Roth IRA is one of the hottest retirement accounts on the scene, but there are some benefits that aren't as popular as others.
The Roth IRA (individual retirement account) is bursting with benefits that can make saving for retirement a bit more exciting. If you don't want to leave...
If you make the right moves in your 30s, you'll still have a chance to break into the million-dollar retirement club.
If you're in your 30s, it's important to buckle down and plan for the life you want during retirement. Every move you make now will determine the quality of...
If you're on a mission to retire early, you've probably heard about the FIRE movement. Short for "financial independence, retire early," this movement focuses on an aggressive savings and investing strategy to make work optional.
Understanding how to manage and multiply your money is crucial, but there are hidden opportunities that you...
As a Certified Financial Planning Professional (CFP), people ask me how they should invest for retirement. Their next questions often focus on what investment is best right now, and how they can get into the “Next Big Thing.” The focus on...
Some future retirees could end up getting more time to amass a heap of money that won’t be taxed when they or their heirs tap it.
Under a provision in a federal retirement bill that cleared the...
There's an easy way to secure a nice stream of income for your senior years.
Retirement often ends up costing more money than seniors anticipate. Because of this, there's been an uptick in seniors going back to...
Automating financial tasks sounds like the perfect way to check mundane items like saving and paying bills off your to-do list with minimal effort. But there's a potential downside to giving up manual control.
When you automate...
Personal loans can be used for a variety of expenses, including weddings, vacations, home repairs and even as a way to cover emergency costs. There are a ton of lenders out there that cater to an assortment of needs and financial circumstances, including those who have fair or poor credit scores and still need...
Don't worry. You still have plenty of options.
With high contribution limits and the possibility of an employer match, it's tough to beat a 401(k) for retirement savings. But that doesn't mean you're doomed to struggle if you don't have access to one. There are plenty of other retirement accounts...
