Over the years of meeting with people to help them plan out their retirement strategy, you tend to see a little bit of everything. In the process, I’ve learned a few things that can benefit others. One of the things I’ve learned is that there are basically three types of retirees: Those who have a […]
How to Have A Successful Working Retirement Read More »
This is the second part of a two-part article on 401(k) Tax Mistakes In the first part of this article on 401K mistakes (here), we discussed the fact that overdoing your 401k contributions can cause you tax troubles down the retirement road. Because this is not an obvious mistake, it tends to sneak up on
401(k) Tax Mistakes – Part 2 Read More »
This is the first of a two-part article on 401(k) Tax Mistakes. Have you ever heard the story of the frog that was tricked into climbing into a kettle of nice, cool water by a hungry foe? Unbeknown to the comfortable frog, the kettle he was lounging in was really on a stove. Slowly but
401(k) Tax Mistakes – Part 1 Read More »
Putting together a successful retirement strategy that takes into consideration investments, taxes, income needs (including social security), medical/healthcare needs and estate planning is like fitting together the pieces of an intricate puzzle. The one major difference in this metaphor is when it comes to your retirement puzzle, some of the puzzle pieces are constantly changing!
Annuities: Fact and Fiction Read More »
This the final article in a four-part series on common retirement planning mistakes and how to avoid them. Over the last three articles (part 1 here, part 2 here, part 2 here), we have visited three common misconceptions about retirement planning: Retirement strategies are just for the wealthy Putting away a consistent amount of money
This is the Third in a Four-part Series on Common Retirement Planning Mistakes As I continue to mention in each part of this series (part 1 here and part 2 here), every year thousands of people still retire or attempt to retire without seeking professional advice or having a well-developed game plan for their retirement.
This is the second in a four-part series of articles on Common Retirement Planning Mistakes. In our previous post in this four-part series on retirement planning, we talked about the common misconception only wealthy individuals need to engage the services of a retirement planning professional and how not doing so could be a very costly
Retirement Planning Mistakes – Part 2 Read More »
This is the first of a four-part series of articles on Common Retirement Planning Mistakes. Preparing for retirement these days presents a number of complex challenges. There are five primary factors that need to be taken into consideration when developing and managing your retirement strategy: Taxes Healthcare (insurance) Estate (legacy) Investment Income. Each of these
Common Retirement Planning Mistakes – Part 1: Only the Wealthy Need a Plan Read More »
