Retirement

Ready or not, retirement may be around the corner. Maybe it is coming early or long coming. Either way, it will be a time for adjustment for many people. By some estimates, 10,000 baby boomers will retire every day. Here…

A friend recently asked me if I thought he was ready for retirement. Fred’s nest egg had grown nicely over his 20-year career. Retirement meant leaving behind a steady paycheck and the benefits of a big company with a generous…

Between now and April 15th, many will choose if and how they will make their annual IRA contributions. For 2014 and 2015, the cap is $5,500 and $6,000 for people age 50 or over. In choosing between a Traditional or…

Becoming a 401(k) millionaire may be easier than you think. In part 2 of this post, we discuss our three remaining ingredients to become a 401(k) millionaire. We describe what a well tailored long-term investment strategy should accomplish, highlight why…

What does it take to be a 401(k) account millionaire?  Joining this select group may be easier than you think. Many miss the mark because they don’t save enough. They have a tough time balancing their needs, wants and wishes…

Some of the most useful resources on personal finances are free but lack the recognition that they deserve. I believe these two additions to our Useful Links page are helpful for navigating the Social Security maze and improving the financial…