retire
-
Retirement Savings & Spending: A CEO's Guide to Financial Freedom
You are the CEO of your money – at the end of the day, managing your money is your job, and you’ve got important decisions to make. Your ability to manage finances is critical to determining what your
-
Retirement Healthcare Costs: Planning for Rising Medical Expenses
If you’re thinking about retirement, you should also be thinking about the cost of healthcare during retirement. Most experts estimate that the lifetime average out-of-pocket expenses for a retired co
-
Retiring Abroad: A Comprehensive Checklist for a Smooth Transition
Retiring abroad is a lifelong dream for many. If you’ve contributed enough to a retirement account for most of your working life, the dream can turn into reality. But before you get your passport in o
-
Retirement Spending: Understanding the 4% Rule & Financial Planning
How much you can afford to spend in retirement? It’s a question the majority of us inevitably face; yet it’s an answer that can prove elusive. This is where the 4% Rule can help. The 4% Rule i
-
Retirement Income Strategies: Balancing Cash Flow & Investment Growth
Many people think successful retirement means living off the interest from bonds or the dividends from high-yield stocks. That sounds great, but when you put this methodology under the microsc
-
Understanding Traditional IRAs: Tax Benefits & Contribution Rules
Despite the prevalence of 401k plans offered by many employers, Individual Retirement Accounts – or IRAs as they’re better known as – remain one of the most popular retirement saving
-
Annuities Explained: Secure Your Retirement Income
Many people are familiar with savings accounts, 401(k)s, and other types of retirement planning — however, if you ask them what an annuity is, you will probably get some shrugs. Annuities can pr
-
Social Security's Future: What Retirees Need to Know
One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be depleted by 2034
-
Retirement Readiness: How Do Women Compare to Men?
We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think there’s a big differen
-
Retirement Withdrawal Strategies: Maximize Portfolio Longevity
Saving for retirement is top of mind for many Americans. Am I putting money away in the right places? Will I have enough saved to live the lifestyle I want in my later years? Will I have money to leav
-
Financial Planning: Navigating Life's Key Decisions | Confident Money
Excerpts from a feature (“The Journey: Mapping Life’s Financial Decisions”) originally published in the Fall 2017 edition of the quarterly magazine Confident Money. (Digital Subscrip
-
Retirement Planning: A Decade-by-Decade Guide to Achieving Your Goals
Starting to plan early around your retirement goals is a crucial ingredient for success. Creating a plan early sounds straightforward enough, but decision-making can be complicated when it comes to yo
-
Retirement Withdrawal Taxes: Avoid Costly Mistakes & Protect Your Savings
A Wrong Move With Retirement Withdrawals Could Raise Your Taxes Retirement might mean more time with the grandkids or long trips abroad, but it won’t mean saying goodbye to taxes. In fact, taxes on yo
-
Sequence Risk Explained: Protecting Your Retirement Savings
If you are like lots of investors, you’ve probably never heard of sequence risk — also called sequence-of-returns risk — but it is a particularly pertinent concept for those nearing or just entering r
-
Retirement Healthcare Planning: Strategies for Affordability
The New York Times recently reported that the share of Americans with health insurance declined in 2018 — the first drop in this statistic since 2009. For many Americans, health care costs are a
-
Retirement Planning for the Self-Employed: Your Options
Participating in an employer-sponsored retirement plan is one of the best ways to save for retirement – especially if they match your contributions. But what about for those who are their own em
-
Maximize Your Tax Benefits: Strategic Charitable Giving for 2024
As 2019 comes to an end and the holidays are fast approaching, I’m sure a lot of you are starting to think about not only your finances (and the impending holiday shopping!) but also more broadl
-
Maximize Your Retirement: 3 Strategies for 401(k) Success
I’m sure you’ve already been told many, many times how important it is to invest in a 401k if you have one available to you. So while we’re going to spend some time in this article reiterating that, w
-
Maximize Your 401(k) Contributions in 2020: A Comprehensive Guide
4 Things to Keep in Mind if You’re Trying to Max Out Your 401k No matter how much you might make, $19,500 is generally considered a good chunk of change. It’s about the cost of a base model 2018
-
Traditional IRA Contribution Deadline: 2019 & Beyond
Like many people, you may be working on finalizing your 2019 tax return before the April 15 tax-filing deadline. If so, there might be an opportunity for you to obtain a valuable tax deduction and boo
retire
- IRA vs. 401(k): Which Retirement Account is Right for You?
- Single Life vs. Joint & Survivor Annuities: Understanding the Key Differences
- Remote Part-Time Jobs for Retirees: Flexible Opportunities During COVID-19
- 2020 Social Security Contribution Threshold Reached by High Earners
- Secure Your Future: Why Retirement Savings in Your 20s is Crucial
- Retirement Planning: Determining the Right Time to Retire
-
Student Budget Snapshot: Balancing College Costs with Parental SupportEditor’s note: There are many different ways to pay for college, and this snapshot shows a student with some support from parents. If you’re a student who is using loans through college, we’d l...
-
Bitcoin Guide: A Beginner's Introduction to CryptocurrencyCryptocurrencies have gained a huge popularity in recent years, and everyone may know about it. Many types of cryptocurrencies are out there, but bitcoin is more popular than other currencies. Peopl...
-
Achieve Financial Well-being: Mastering Emotional Balance with MoneyAre you emotionally balanced when it comes to money? Sure, you know you need to save, budget, pay off debt, and plan for retirement, but how do you feel when it comes to...
-
Understanding Owner's Equity on the Balance Sheet: A Comprehensive GuideA balance sheet is well-known for listing a busin...