When planning for retirement, goals are about how much and when. Making retirement goals specific and actionable are only part of the puzzle to making sure they get done.
Volatility is a feature of investing, not a bug. Have an investment plan that works for you, and trust a fiduciary financial planner in the process. Read more on matching your investments to your retirement plan.
Retirement planning is a math problem everyone can solve. First, you need to set retirement goals. Read more to learn how to set SMART retirement plans.
Tax rules are changing all the time and the IRS sets two important deadlines for us, April 15 and December 31. Get your tax plans in order now before December 31, 2021.
The uncommon average: Stocks return 10% per year on average. Lengthening the holding period generates more consistent outcomes for investment plans.
You have until December 31, 2021 to max out your employer-based retirement plan contributions, and until April 18, 2022 for your IRAs
It’s been a smooth ride in 2021. But December saw a bit of a drop in the market. Keep it context of the the S&P 500 corrections and bear markets since 1945.
Owning the worlds investable assets is central to the idea of diversification. And you want to be diversified when investing for retirement. Read more to see if Chinese stocks can help.
Roth IRAs can make for wonderful tax planning tools when planning for retirement. See if they can work for your retirement plans. They may help you save taxes!
Jason was a software engineer working at a tech start up when we first connected with him. He had recently left a position at a large multinational for the challenge of a younger, smaller firm. He was earning $150,000 a year, along with a $50,000 bonus, and 500 restricted stock units. In addition, he had $500,000 in RSUs from his previous firm…
Both mutual funds and exchange traded funds can provide low cost diversified investment exposure. Both ETFS and mutual funds can work in your retirement and investments plans. See how.
When we first met Beth she already had substantial assets, but 20% were in cash, she had five different IRAs with multiple institutions in multiple states, she had multiple brokerage accounts, and there were numerous redundancies and tax liabilities. She was a retired corporate executive who was five years away from Medicare and receiving medical…
Ian is a new physician, and Erin a nurse. After spending so many years in school, they had loads of student debt. Read how they created a plan to eliminate debt and start retirement planning.
Chris and Cynthia are empty nesters. They were ready to retire, but first they needed a plan. See how they started preparing for the retirement of their dreams.
60% stocks, 40% bonds. It’s the everyone’s portfolio. When considering your personal retirement and investment, it might not be such a great pick. Read why.
Should you prefer your retirement start with good returns or bad returns? Yes. Does it matter? A lot. The sequence of your investment returns in retirement and make or break retirement plans! Read more.
Volatility is part of investing. How you behave when it strikes can make or break retirement, investment, and financial plans. Be prepared for the next market drop.
2018 started out with a bang, and not a good one. The market has dropped! This is normal. And like flying in an airplane, most to the time it’s calm, but with period of turbulence.