New Under-The-Radar Retirement Account

Aug 2, 2019 | Retirement

“New Under-The-Radar Retirement Account”For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s).  However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to offer to...

What to Expect from Healthcare in Retirement

Jul 5, 2019 | Retirement

“What to Expect from Healthcare in Retirement”Many people decide if they are on track for retirement based on how much they expect to spend each year once they retire.  For some people, this will work.  However, for the majority of Americans who will face some...

Roth IRA or Traditional IRA…Which is Best?

Jun 14, 2019 | Investing, Retirement

“Roth IRA or Traditional IRA…Which is Best?”The two main types of Individual Retirement Accounts (IRA’s) that you can invest in are a traditional IRA or a Roth IRA.  The main difference between the two accounts is how and when your money is taxed.  With a...

Most Americans are Unprepared for Retirement

May 17, 2019 | Retirement

“Most Americans are Unprepared for Retirement”Perhaps this type of headline gets old, but the unfortunate reality is that it’s true!  Based on research recently completed by the CFP Board, roughly 26% of Americans delay retirement savings until their 30’s, while...

Work Optional

May 2, 2019 | Behavioral Finance, Retirement

“Work Optional”For many people “retirement” has always been their goal.  They dream of completing their working career and then relaxing on vacations or doing nothing just because they can.  For me, retirement means being done with mandatory labor and embracing...