The New SECURE Act
A quietly-publicized tax bill worked its way through Congress last year and was signed into law on December 20th. Known as the Setting...
The Impact of Working Part-time In Retirement
More and more Americans are finding that after a planned and well-earned retirement, they still have a desire to work. Nearly 55% of...
A Mortgage Free Retirement May Not Be The Best Financial Decision
A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to...
Current Workers More Confident About Retirement Than Actual Retirees
64% of today's workers [1], according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat...
Healthcare Options If You Retire Early
If you're eligible for an early-retirement package from your employer, you should determine whether post-retirement medical coverage is...
How Much Can You Safely Spend In Retirement?
In retirement, how much can you safely withdraw from your investments? When it comes to retirement, the amount you spend is often more...
Retiring in the Age of Longevity
Welcome to the Age of Longevity! When our nation was founded, a citizen could expect to live to the ripe old age of 35. Now, most of us...
Paying For Retirement Healthcare
If you're planning for retirement, don’t forget the cost of healthcare. As you age, the portion of your budget consumed by health-related...
Should you pay off student loans early or contribute to your company's 401(k) plan?
People often struggle with the choice of either reducing their current debt or increasing their push to save for retirement. Deciding...
Four Reasons People Spend Too Much
You probably understand the basic financial concepts of budgeting, saving, and planning for retirement. But this doesn't necessarily...