Retirement Planning

Jane recently left her job and wondered if she should roll her 401k over to an IRA or not. She was frustrated by her former employer’s limited investment choices and limitations. She was right on both counts.  What really seemed silly were the trading rules at the 401k plan;  if she traded out of a […]

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You might wonder what the average retirement age is from time to time. While I’m going to answer you, I’m also going to suggest you ask a different question that is likely far more important to you. What is the average retirement age? To get this information, I visited the Center for Retirement Research at […]

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It isn’t complicated to calculate your personal net worth.  I’m going to show you how to do that. But what does net worth mean? And how do you use this information? These are good questions. First let’s learn how to calculate your personal net worth. Then we’ll consider how to use the term. What is […]

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No matter how much money you have, you probably have some degree of financial anxiety. That’s OK. In fact, it’s healthy to a degree. But if you are worried about running out of money you can cool down right now. Here are 5 rules which, if followed, can help you scratch finances off your “worried […]

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Financial security is all about income. You can have millions in assets. But if you don’t have an income system that works, how are you going to pay your bills? Some retirees try to solve this problem by using a bucket strategy. Let’s take a look at what that is and if it really works […]

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You can wait to open your IRA until April 15th  next year if you want.  By why wait?  It’s a pretty easy process but you do need to be careful.  There are a few potholes you don’t want to step into. Those obstacles can cost you time and money. Who needs that?  Let’s go through […]

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