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 […]

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Should I Downsize My Home: How to Decide

If you drive around town, you’ll likely see new houses popping up. And they’re getting bigger all the time. Back in 1973, the average home was 1,660 square feet.(1) Today, […]

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College Vs. Your Retirement: Put the Oxygen Mask on Yourself First

When you become a parent, you sign up for decades of decisions that demand answers—even before your first child is born! Will both parents work outside the home? When will […]

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How to Save for Emergencies, Big Purchases and Retirement

We all know we should be saving money, but why don’t we actually do it? Back in the day, your grandma saved her money in a coffee can and put […]

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Don’t Count on Social Security: Here’s Why

When I speak at events across the country, people ask me all sorts of questions about retirement planning. And one subject seems to trip them up a lot—Social Security. People […]

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401(k) vs. Roth IRA: Make the Best of Both

When it comes to our retirement funds, we all want the same thing—to make sure our money is in the right accounts, invested in the right funds, and in the […]

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Why You Need a Financial Advisor

Let’s face it. We hate spending money on things we think we can do ourselves. Maybe you feel that way about investing. Why should you pay a financial advisor when […]

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Don’t Panic! Riding Out the Market’s Ups and Downs

Unless you’re living in a bubble, you know the stock market has taken a nose dive in the last few days. But take a deep breath. Don’t panic. Things are […]

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Why Should I Invest 15% of My Income for Retirement?

Nowadays, everyone seems to be an expert on investing. How much you should invest, where to put your money, and when to get out before the value drops. So, who […]

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How Much Money Do I Need in Retirement?

  It’s out there, looming like a dense fog on the horizon. You know it’s coming, but you feel powerless to stop it. Your blood pressure rises. Your anxiety spikes. […]

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