Saving for Retirement and Your Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle [...]
How to Build Your Own Retirement Plan: Options for the Self-Employed
Retirement plans for self-employed people were formerly referred to as “Keogh plans” after the law that first allowed unincorporated businesses to sponsor retirement plans. [...]
What You Need to Know About Working While Receiving Social Security Benefits
The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of [...]
Retirement Savings in a Volatile Market
If you find yourself worrying day after day about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy [...]
Passive, Active, or Both?
Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds [...]
401(k) Day
National 401(k) Day is a day of importance since it prompts us to check in on our nest egg. Unless you're the type who [...]
Should You Participate In A 401(k) Without A Match?
One key advantage of 401(k) plans is that employers often provide a matching contribution. Employer matches represent a guaranteed return on your retirement investment, and it almost [...]
Women Live Longer Than Men: Don’t Run Out of Money!
The fact is that women live longer than men. How can they avoid running out of money during retirement? The volatility stemming from the [...]
Retirement Planning Tips for Women
As a female-founded company, we know well that women face special challenges when planning for retirement (See Here). To help yourself or the women [...]
All About RMDs
After decades of hard work and saving money away into tax-advantaged retirement accounts, people entering their 70s now have to flip the script. Why? [...]