Retirement is tricky. Oscar Wilde said it best. "When I was young I thought that money was the most important thing in life; now that I am old I know...
We financial millennials have been the punchline for Boomers for way too long. But, guess what? When it comes to saving money? We're on fire. According to a study by...
Investing is an important part of your financial health. Moreover, the right investments can set you up for a comfortable retirement. It can also create financial security that can enable...
People often say it's never too early to start when it comes to retirement planning. However, many individuals feel a bit taken aback by the overall process and find it...
On January 20, 2021, Joe Biden became president. But, what kind of policies has he implemented since? Well, the Biden administration is aiming to make the income tax system more...
A 401 (k) account is an instrumental part of your financial future. Because of this, it's strongly advised that you never touch these founds. What's more, if you make withdrawals...
Did you hear? You may be able to allocate some of your 401(k) retirement savings to bitcoin and other cryptocurrencies. Case in point, retirement juggernaut Fidelity. Fidelity launched a plan...
While the Secure Act 2.0 is awaiting U.S. Senate approval, here's a breakdown of the compliance pitfalls for business owners to watch for with this new retirement bill.
A 4% withdrawal rate is a common rule of thumb when planning for retirement. But what does that mean? And more importantly, is it right for you? This blog post...
Pop quiz. What's the greatest wealth-building tool? Dave Ramsey says it's income, while Daniel Mollat wrote a book entitled, "Stock Options: The Greatest Wealth Building Tool Ever Invented." For my...
When employed, you get remuneration for your services. This income is considered an active income, which means it is correlated to your efforts. As long as you serve a company,...
While there are certainly exceptions, who wouldn't want to retire early? Instead of being a part of the 9-to-5 grind, you could spend more with family, friends, or leisure activities...
"After climbing the mountain you can finally enjoy the view" – Anonymous From our 20s till the late 60s, we climb a mountain full of professional responsibilities, family responsibilities, struggles...
Personally, I'm picky when it comes to receiving advice. For example, even if you're my best friend or family member who I respect, I wouldn't turn to you if I...
Are you ready to retire from your career but worry that you may not be financially prepared? This is a common concern. The majority of baby boomers have no retirement...
I've been reading a ton about retirement, sounds like you too. The retirement statistics I've been reading are shocking. Retirement is a defining milestone in life that marks the end...
The most valuable retirement assets that many small business owners have are actually their business itself. Retirement may seem far-off and in the future for some. At the same time,...
I recently came across a quote from Fulton Oursler, a journalist and prolific playwright, that shook me to my core. "We crucify ourselves between two thieves: regret for yesterday and...
Cryptocurrencies and digital assets have quickly become part of our new normal. As a majority of Americans are soon to step into retirement, many are rethinking their investment strategies, looking...
How much do you have saved for your retirement? Obviously, the answer depends on everything from your financial situation to retirement goals. And, another consideration? Your age. As an example,...
"Money has never made man happy, nor will it, there is nothing in its nature to produce happiness," Benjamin Franklin once said. "The more of it one has, the more...
Saving for retirement has become a daunting task for some Americans who are looking to retire in the next few years. In a recent survey published on CNBC, more than...
In the United States, retirement is becoming less and less of a certainty. In fact, the 2021 Natixis Global Retirement Index reports that 40% of investors say "it will take...
There were 28.6 million Baby Boomers – those born from 1946 to 1964 – who reported a retirement status at the end of the third quarter of 2020. Suffice to...
"At the end of the day, the goals are simple: safety and security." — Jodi Rell, former Governor of Connecticut Pensions, once essential for retirement, have been steadily disappearing. Today,...
Do you work for a nonprofit or tax-exempt organization? In that case, you're probably driven by your desire to help others. But, who's going to take care of you when...