Investment Planning
Retirement and Baby Boomers
Baby Boomers is the nickname for the generation of people born between 1943 (or 1946) and 1960 (or 1964).[1] That means this year, in 2019, the very youngest of the Baby Boomers…
Read MorePlan Retirement Right: Which is better, Traditional or Roth?
If you’re saving for your retirement in a 401(k), 403(b) or an IRA, you’ve probably seen that you can choose Traditional or Roth for your account. What does that mean,…
Read MorePlan Retirement Right: What’s a bond ladder, and how can it help when you retire?
One of the common concerns people have regarding their retirement is a fear of running out of money. We all want our retirement income to last as long as we…
Read MoreHow can I save more for my retirement?
As we grow older and get closer to our expected retirement, we often look for ways to increase our savings to have better retirement income. There are several ways you…
Read MoreEven older working households with a retirement plan aren’t saving enough
Every generation seems to enjoy pointing at the newest generation coming up behind them and saying, “Those kids today! They just don’t …” Today’s aging Baby Boomers are no different.…
Read MoreShould you visit with a Financial Advisor or Planner?
Smart people know that sometimes they need to seek out expert opinions – because none of us is an expert in everything. As the person in charge of your finances,…
Read MoreEveryone is working longer before retirement – particularly women
Men and women are different, in case you weren’t aware. And not just physically – the differences extend into many aspects of life, including retirement. Our gender affects the predicted…
Read MoreWhat Happens To My 401(k) Or 403(b) When My Employer Changes?
When you leave an employer, or your employer is bought or merges with another company – or goes out of business, you typically need to decide what to do with…
Read MoreDo you need more certainty in retirement?
When we’re in the workforce during our accumulation years, the last thing we want to see with our finances is too much stability. We want growth, and lots of it!…
Read MoreHow much do I need to save for retirement?
How much is “enough” for retirement is a very personal question – it varies greatly from one person or family to another. Here are just a few of the things…
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