Tag Archives: retirement

What Can I Learn from Looking Back on My Financial Situation in 2017?

If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…

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Managing Debt While Saving for Retirement

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone.

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The Health-Wealth Connection

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.

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Act Strategically to Get Your Business Where It Needs to Be

After you’ve identified the actual value of your business, determined its target value and taken steps to protect its value, the time has come to build value.

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Four Numbers You Need to Know Now

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

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Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire.

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Is it Wise to Trade Your Pension for a Lump Sum?

For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.

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Converting Retirement Savings to Retirement Income

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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401(k) Withdrawals: Beware the Penalty Tax

Did you know that the Internal Revenue Code contains quite a few exceptions that allow you to take penalty-free withdrawals before age 59½?

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