Retirement Planning

With the beginning of the New Year, there are lots of opportunities to give your financial future an extra boost.  Besides investing your retirement money correctly, one of the very best ways to do that is to maximize your 401k and IRA contributions.  Even though some of the laws that govern these plans have changed, […]

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We spend a good deal of time talking about how important it is to have a financial plan. But what does that look like? Specifically, what questions does a financial plan answer? A good financial plan is designed to put you at ease. It tells you how likely it is that you’ll achieve your financial […]

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Most of the people you know aren’t on track to retire. Are you? Wells Fargo & Co did a telephone retirement savings survey of 1,000 Americans age 25 to 75 in late 2012. It scared the daylights out of me. Here’s why: Most respondents estimated that they need $300,000 in order to retire and that […]

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One of the best ways to set yourself up for a great financial future is to understand and take advantage of IRA accounts and investments. (For purposes of this post, I’m only going to talk about the IRA. I’m not going to address the Roth IRA or any other retirement account such as the SEP, […]

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If you are intimidated by the idea of using an online calculator to create a few financial projections you won’t feel that way after you go through this post. We’re going to explore this exciting world together! We’ll look at how you can use these puppies to get a quick snapshot of where you stand […]

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How are you supposed to create a financial or retirement plan if you have no idea what the future holds? Sounds impossible. Everything changes….right? Where you be living 10 years from now? Where will you be working 10 years from now? What will your health be like? How much will it cost you to live? […]

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