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Retirement

Top 10 Tips for a Meaningful Retirement

Sep 18, 2017Comments off

Shutterstock photo By Nicholas Hopwood, CFP® Retirement is a major life transition, but its stages are predictable. Sadly, most people don’t think it through all the

Retirement Planning: Separating Fact from F...

Sep 13, 2017Comments off

Shutterstock photo By Eric C. Jansen, ChFC® Planning for retirement, well the saving part anyway, seems to be one of those things far too many of

4 Ways to Help Keep Fees and Taxes From Nib...

Sep 13, 2017Comments off

Shutterstock photo A woman came to my office recently to get my opinion on how her adviser was managing her portfolio. SEE ALSO: Time to

5 Things to Do In Your 50s and 60s to Boost...

Sep 12, 2017Comments off

Shutterstock photo When you’re young, it’s easy to fall into the trap of thinking there’s no rush to save for retirement. But before you know

Give Your 401(k) a Midyear Checkup

Sep 06, 2017Comments off

Shutterstock photo 401(k) [ANSWER]The $18,000 maximum (or $24,000, if you’re age 50 or older) applies only to your contributions. The overall maximum for 2017, which

The Price of Good Advice: 3 Ways a Financia...

Sep 06, 2017Comments off

Shutterstock photo When someone asks me how much I charge for the work I do, I’m never quite sure how to respond. SEE ALSO: Bigger

Plan Retirement as Thoroughly as Your Vacat...

Sep 05, 2017Comments off

Shutterstock photo After working hard all of our lives, the goal for most of us is to have the freedom to go explore and complete

12 Strategies to Generate Income in Retirem...

Sep 05, 2017Comments off

Shutterstock photo When it comes to saving for retirement, maybe you’ve done everything right. You started early, maxed out your 401(k) plan, invested in a

What to Do After Inheriting an IRA

Sep 01, 2017Comments off

Shutterstock photo [ANSWER]Because you and your sister are non-spouse beneficiaries, the bank will open inherited IRAs for each of you and transfer the money directly

Stop Pushing My Buttons! Family Tensions Ca...

Sep 01, 2017Comments off

Shutterstock photo Oftentimes it seems family members can push our buttons in ways that no one else can. The fact that we are generally more