Category Archives: Retirement

How to Retire Earlier

A pretty accurate definition of retirement is doing what you want when you want to do it. In other words, it’s when you are able to start living life on your terms financially. The amount of time to reach this … Continue reading

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Retirees Can Visit IRS.gov for Helpful Tools and Resources

The following article was published by the IRS. Retirement can affect someone’s tax situation. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for information that can help them prepare for filing their … Continue reading

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The Single Dumbest Thing Investors Do

Investing is undertaken by millions of Americans every year. The vehicles most often used to invest in the stock market are mutual funds and retirement plans. But so often investment strategies are riddled with mistakes. One of the most common … Continue reading

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What is a 529 Plan?

A 529 plan is a specialized investment account that was created to help families save for future college expenses. This can be for a traditional 4-year college or university, or even a community college. The tax benefits of these accounts … Continue reading

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Roth or Regular Retirement Plan?

When most people think of retirement, they imagine copious amounts of free time and socializing with friends while playing golf or shuffleboard. But in reality there is so much more to think about before these dreams can come to fruition. … Continue reading

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What You Should Know Before Taking a 401(k) Loan

Did you know that you can take a loan from your 401(k) retirement account? If so, do you know all the implications of taking such a loan? Either way, it’s important to briefly examine some things you should be aware … Continue reading

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Your Retirement Income: Why Diversification Matters

When investing for retirement, there are many things to think about in order to get it right. But there are five specific risks that must be addressed in order to preserve both your money and your standard of living as … Continue reading

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