Category: Retirement

A Little 401(k) Education: Roth Versus Traditional
Jul 06, 2020
It’s safe to say that most working Americans have heard of a 401(k). Chances are, these same people have also heard of the terms “Roth” and[...]
Already Retired? 401(k) Help for Retirees
Jun 30, 2020
There’s an effort being made to find a better word than “retire” to describe the act of putting your working years behind you. 
Managing Your Own 401(k)? 5 Common Mistakes Made by DIYers
Jun 22, 2020
Defined contribution 401(k) plans are some of the best deals available to working Americans saving for retirement. The contribution limits are[...]
A Retirement Planning Checklist: 5 Steps to Prepare for Retirement
Jun 15, 2020
When can we retire? Will I outlive my money in retirement? What should we be doing now to retire in the next couple of years? We hear these[...]
Can the ‘Rule of 55’ Help You Plan for Retirement?
Jun 08, 2020
If you’re one of the younger Baby Boomers, retirement planning is something you are most likely spending some time thinking about.
What Retirement Might Look Like for Millennials
Jun 01, 2020
It may seem like the sky is falling for Millennials.
Born After 1980? Here’s Your 10-Point Guide to Investing
May 26, 2020
If you were born in the 1980s or ’90s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student[...]
Term Vs. Permanent Life Insurance – The Right Choice for You
May 11, 2020
Choosing a life insurance policy starts with a simple decision: Do you want a term policy, or a permanent policy?
Long-Term Care Insurance: What to Know to Help Protect Your Wealth – Part 3
Mar 23, 2020
So far, we’ve discussed what long-term care insurance is and some specifics of one option – traditional long-term care insurance. There are many[...]
Long-Term Care Insurance: What to Know to Help Protect Your Wealth – Part 2
Mar 16, 2020
After learning about what long-term care insurance is and why it’s important in part one of this series, you may be wondering how you can better[...]