Imagine reaching retirement age only to find you have little to nothing left because you gave it all to others. Proper financial planning and goal setting will help ensure you can retire on your terms. It’s easy to allow outside factors to determine your path, but it’s important to plan for yourself primarily. Read…
When you transition into a new role or position, there are a lot of questions that may arise. Whether you are venturing into a new career path or your company was acquired by a larger firm, many employees are filled with excitement which often leads them to forget about their 401(k)s. But, forgetting about…
When working with a financial planner, the relationship should meet your needs personally as well as fiscally. Make sure that you receive the type of attention and service you are paying for, and that your financial aspirations are well accommodated. If they are not, it may be time to fire your financial planner. Here…
Before you clock out for the last time and head for Boca Raton, we want to share some important information with you about retiring early. Early retirement may sound intriguing, but have you considered every detail? Assuming you have done some research yourself, you may have considered a financial advisor, top insurance companies, and…
With all the financial designations and certifications available, it may be a bit of a challenge to decipher what each credential means. When dealing with your finances, you want to ensure that you partner with someone you trust and who has the experience necessary to handle your financial needs. To help you better understand each…
When you first started building your family, career, and lifestyle, you may have dreamed of owning a large home and filling it with all the things you’d always dreamed of. You may have traveled, accumulated furniture or art, and changed your goals to suit your needs along the way. But as you approach…
As you inch toward retirement, it’s important to maximize your retirement savings. One thing you can do to maximize your nest egg is to identify ways to minimize your taxes as you retire. Many pre and post-retirees don’t realize that their traditional IRA and 401(K) distributions, Social Security benefits, and brokerage withdrawals are subject…
If you’re looking to expand your skill sets or meet new people, there are so many exciting frontiers to explore in retirement. After consulting with your financial planner or advisor, you may decide that you want to spend some of your time working to supplement your other retirement benefits. Whether you’re an adventurer,…
While you may have planned well in anticipation of your golden years, you may still want to learn how to generate extra income in retirement. Luckily, there are plenty of work from home job opportunities for retirees. No matter what skills you have, you can earn extra income by sharing your talents with the…
Everywhere we turn, we get our fair share of terrible advice. From your single, childless co-worker’s parenting advice to your broke next-door neighbor’s investment suggestions, it’s impossible to escape terrible advice from all angles. But when it comes to your financial well-being, it may be more of a challenge to decipher great advice from…