Certified Financial Planner and Author
What You Need to Know about Pandemic-Related Retirement Withdrawals

What You Need to Know about Pandemic-Related Retirement Withdrawals

New legislation makes it easier to take early withdrawals or loans from retirement accounts, but you should still avoid doing so. Continue Reading

6 of the Most Hard-Earned Lessons Reported by Recent Retirees

6 of the Most Hard-Earned Lessons Reported by Recent Retirees

Learning about the struggles of recent retirees can help people approaching retirement to avoid making the same mistake. Continue Reading

A Brief Introduction to the Individual Retirement Account (IRA)

A Brief Introduction to the Individual Retirement Account (IRA)

IRAs remain an important retirement savings vehicle, so it is important to understand exactly how they work. Continue Reading

3 Popular Retirement Savings Vehicles for Self-Employed People

3 Popular Retirement Savings Vehicles for Self-Employed People

Savings for retirement as a self-employed individual sometimes gets overlooked, but it is important to invest for the future. Continue Reading

6 of the Best Tips for Making the Most of Your 401(k)

6 of the Best Tips for Making the Most of Your 401(k)

In the past couple of decades, 401(k)s have become the mainstay of retirement saving accounts among American employees. Continue Reading

Trusts in the Estate Planning Process: What You Need to Know

Trusts in the Estate Planning Process: What You Need to Know

Trusts often become a cornerstone of estate plans so it is important to understand what they are and how they work. Continue Reading

5 Aspects to Consider When Creating An Estate Plan

5 Aspects to Consider When Creating An Estate Plan

Developing a solid estate plan is crucial to ensure that your assets are handled properly. Continue Reading

5 of the Smartest Tips When Planning for Healthcare Expenses in Retirement

5 of the Smartest Tips When Planning for Healthcare Expenses in Retirement

Health care can become one of the largest expenses in retirement. These tips will help you prepare adequately. Continue Reading

6 of the Best Tips for Getting the Largest Possible Social Security Retirement Benefit

6 of the Best Tips for Getting the Largest Possible Social Security Retirement Benefit

Figuring out how much money to save for retirement can be very difficult. A common issue that you might encounter is how to account for other revenue streams. One primary source of income for retirees is Social Security, but it can be difficult to know exactly how much this benefit will be. The calculation determining… Continue Reading

What Do You Need to Know about the Benefits of Beginning to Save for Retirement Early?

What Do You Need to Know about the Benefits of Beginning to Save for Retirement Early?

Saving for retirement early has a number of benefits, including compound interest-drive growth and greater risk tolerance. Continue Reading