Preparing for the Great Wealth Transfer
The new decade is here! I was touring the NASA base in Colorado Springs in 2010 when our guide told us about the Orion Project, which was expecting to put a man on Mars by...
Understanding the Magic of Compounding
Money works hard for you when directed properly. On some level, most people acknowledge this, but still underestimate how much money they can make simply by investing.
4 Questions To Ask Before Buying Your Retirement Home
Ah. The retirement home. Every one of us has our own idea of what we would like to have in our perfect retirement house.
Should You Have a Gifting Strategy as Part of Your Estate Plan?
Nobody wants to pay more in taxes than they are legally required to.
Planning for Your Retirement Healthcare Needs
Nothing can devastate a carefully-considered and executed retirement plan faster than unexpected health care costs.
5 Things to Know About Timing Your Social Security Retirement Benefits
Here’s an important thing to keep in mind about Social Security retirement benefits: it is a government program, meaning that it almost by definition must have convoluted rules for how the program dispenses benefits.
Getting Ready to Retire Checklist for Executives and Professionals
As an executive or professional, preparing for retirement is what you’ve been doing since the day you started contributing to your first 401(k) or 403(b). It’s been the defining financial goal of your career. Now...
How Long Will My Retirement Money Last?
When creating a financial plan, many investors focus on their retirement “number” – the amount of money they need to save to be able to retire. However, to make sure this number is as accurate...
4 Financial Planning Tips for Recent Widows
Of all the life events women experience, none are as transformative or stressful as losing a husband. There are no words to express the emotional trauma widows experience, which only time can heal. However, time...