Retirement Strategy Tips for 50-Year-Olds
Retirement strategy varies based on where you are in life and how close you are to retirement. And your 50s are an important time when it comes to retirement. You may not realize this, but it is [...]
Navigating the Distribution Phase of Retirement
It's a common misconception that once you've padded your 401(k) with a hefty sum, your retirement planning is all set. In reality, having a well-funded 401(k) is just one piece of the retirement puzzle. As you approach [...]
3 Important Concepts to Understand for Your Retirement
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts and terms. To enhance your retirement planning strategy, it's essential to acquaint [...]
Tips for Effective Pre-Retirement Planning
Embarking on the journey toward retirement often feels overwhelming, yet with a thoughtful approach, it can be navigated with ease and confidence. If you're a pre-retiree, you may have an understanding of your savings patterns and how [...]
Are You in Your 40s or 50s? It’s Time for a Retirement Strategy
As a member of Generation X, you're likely approaching your peak income years. It can be exciting to earn more and support yourself and your family. However, other facets of financial planning may have slipped your mind. [...]
How to Build a Retirement Plan with Your Spouse
If you don't know your partner's retirement plans, you're likely on the path to a tumultuous journey. Consider whether you know their detailed retirement plan. Do you know the exact date they intend to retire? Do you [...]
Is it Time to Consider Annuities?
One financial tool your retirement toolbox might be missing is annuities. When it comes to designing a retirement plan that works for your situation, it’s important to know what an annuity is and how it can work [...]
How to Address the Question: “Do You Have Enough Saved for Retirement?”
A common question when it comes to retirement is, "How much do I need to have saved to live comfortably?" You're probably asking yourself that question all the time. It might even be something that causes you [...]
2 Big Risks for Wealthy Retirees
Even when your finances are in a stable place, or even if you're fairly affluent, retirement can still present unexpected challenges! There are plenty of factors that well-off retirees often overlook due to their financial comfort. But [...]
New Year’s Financial Resolutions for Pre-Retirees
People tend to make resolutions as the new year approaches to better themselves in the coming year. A common occurrence is that one might set the bar too high and not achieve what they want. So, think [...]
