Wanting to Retire Before 60? 3 Factors to Consider!
In This Video: Having the option to retire early is a great position to be in financially, but what does it take to reach that
Tag: saving
Ep 86: Age Gaps & Life Insurance, Taxes on an Inheritance, Tax-Efficient Investments for Non-Retirement Accounts – Mailbag Episode
Subscribe With Your Favorite App Show Notes It’s time to open up the mailbag again and answer some of your financial questions on the podcast,
Ep 85: Is $1 Million Enough for Retirement?
Subscribe With Your Favorite App Show Notes Having a million dollars saved for retirement isn’t providing the type of confidence that it used to for
Tips to Maximize Health Savings Account (HSA) Benefits
In This Video: The Health Savings Account is one of the most important retirement accounts you can contribute to, but many people don’t realize the
Ep 84: Annuities, Lump Sum Surpluses, Which Accounts to Max Out – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s show is all about answering your financial questions and we have four great ones for you that
Ep 83: 5 Mistakes to Avoid in Your 401k
Subscribe With Your Favorite App Show Notes Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because
Ep 70: Planning For Retirement’s Uncertainties
There are many things we know we’ll have to deal with in retirement, but we don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? We’ll help you determine how.
Ep 66: Is Your Investment Risk Helping or Hurting Your Retirement Plan
When the stock market drops, that can be a pretty scary feeling for some. That emotion is tied into risk and it’s important that you understand how much investment risk you’re taking on. Let’s talk about ways you can determine your risk level, strategies to help reduce risk without reducing opportunity, and what it could all mean for your retirement savings.
Ep 65: Should I Put Money in a High Interest Series I Savings Bond?
Are savings bonds making a comeback? This conservative investment option has found new life this year thanks to an interest rate that’s approaching 10%. Should you be moving money into these government-issued iBonds as soon as possible? We’ll give you all the details on these bonds and make sure you’re aware of all of the fine print.
Ep 31: 5 401(k) Tips for the End of the Year
As the year winds down, we help our clients with a checklist of items to get them prepared for the new year. One very important area to take a close look at is your 401(k) contributions. What can you do to improve your retirement account next year? Today we’ll share five tips to help you get the most out of your 401(k).