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steps to take if retiring in 2018
Critical steps to take before choosing to retire Determining the most ideal time to retire is no easy task. In fact, transitioning from a typical workweek and paycheck to the ... -
4 Smart Ways to Invest Your Tax Refund
If you are expecting a tax refund this year, you are not alone. According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ... -
Financial Considerations For Age Gap Marriages
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship by considering strategies for claiming ... -
Should a Roth 401(k) be a part of your retirement savings plan?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a 2017 report from T. Rowe Price Retirement Plan Services suggests that 61 percent of ... -
Tips for managing sudden wealth
The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars. Rather than receiving annual payments over 30 years, the winner ... -
401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF
Loaning money to yourself from a 401(k) may seem like a great idea. After all, these loans result in paying interest to yourself rather than to a lender which may ... -
DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?
For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language. In response to this, financial pundits created “rules of thumb” with ... -
Cash Balance Plan – How To Make 10 years’ worth of retirement contributions in one ...
According to the U.S Small Business Administration, there are nearly 28 million small businesses in the U.S. Unfortunately, only 44 percent offer 401(k) plans and even fewer offer defined benefit ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ... -
6 Retirement roadblocks that could disrupt your plans
The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits. From working longer to living ...
