Retirement

Finances After the Unexpected: Divorce, Remarriage and Death

You’re on the road to financial independence. You’ve paid off your consumer debt. You’ve got money in an emergency fund. You’re putting money away in your 401(k). You’re set. And then life happens. Sometimes good and sometimes bad, life’s curve balls can throw your retirement planning into chaos. You’re not alone. Lots of people experience […]

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Am I On Track for Retirement? Milestones for Every Generation

Because building wealth is a marathon, staying focused for decades can feel daunting and discouraging. The finish line feels distant, so it’s easy to get distracted by other pressing financial needs. To stay focused, it’s helpful to have milestones to look at—markers to track your progress and keep you motivated. Below are some markers you […]

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Investing Q&A with Chris Hogan

Life on the road doesn’t give me much time to respond to the questions people ask me online. Fortunately, things slow down a little bit during the summer. It seemed like the perfect time to stop, take a breath, and answer some of the most common questions I get asked. Q: Does my spouse need […]

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How to Enjoy Retirement: Are You Preparing Well?

Even if you’re young and just starting out in your career, you want to be able to retire sooner rather later. Of course! Who wouldn’t? Here’s the problem: You still need money to live on after you say goodbye to the working world. That’s why it’s so important to think now about what you want […]

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6 Steps for Enjoying Retirement With a Small Nest Egg

You don’t need millions in the bank to live on your terms. You dreamed of a great retirement. Maybe you were going to travel the world—or at least the United States. Perhaps you planned to volunteer for that cause you’re passionate about. Or you wanted to give lavishly to your family. And then life got […]

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How to Take Money Out of Retirement Accounts

Congratulations! You’ve reached that retirement milestone, and you’re able to live on your own terms! You can finally say goodbye to the daily grind and do what you’ve always wanted. Now what? The next hurdle is figuring out the process for taking money out of those investing accounts you’ve been growing over time. I know […]

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3 Ways to Gain an Extra $145,000 for Retirement

If saving money for retirement was easy, then everyone would be a millionaire overnight. The truth is, it takes patience, determination and sacrifice. And a lot of hard work. I know what you’re thinking: I don’t have time to work on my retirement. I get that. Some of you are working two jobs already and […]

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How to Build a Solid Nest Egg

Have you ever seen an eagle’s nest? It’s an amazing piece of architecture. How these nests are made is just as fascinating. An eagle will choose a location in the upper portion of a mature tree where large, thick branches meet the trunk. Then, the bird will gather sticks and twigs for the outer structure. […]

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8 Keys for Discussing Money With Your Parents

Nobody wants to talk to their aging parents about money. It ranks right up there with “the talk” they gave you when you were a kid. It’s especially difficult when you’re not sure your parents are financially prepared for the future. As uncomfortable as it is, that discussion is critical. Avoiding it is not okay. […]

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3 Reasons Why You Should Stop Investing Temporarily

Yes, you read the title correctly. Now don’t have a heart attack or wonder who hijacked my blog. You know my heart. I want you to put as much money as you can toward your retirement dream. But there are three times when you should stop (or pause) investing—and only temporarily! When You Need a […]

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