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Category Archives: Uncategorized

This Is What You Should Now About Projecting Retirement Savings

Projecting retirement savings into the future gives individuals much more information than setting arbitrary saving goals. Continue Reading

If You Need to Play Catch-Up for Retirement, Follow These 6 Tips

Many people fall behind when it comes to retirement savings. Luckily, many options exist for playing catch up with the savings. Continue Reading

How Can Retirees Benefit from Investing in an Index ETF?

An index ETF provides immediate diversification and an investment that follows the trends of major market indexes. Continue Reading

What Does It Mean to Have a Portfolio Focused on Total Return?

Retirement investors now focus on the total return of the portfolio rather than opting for riskier investments that provide income. Continue Reading

What You Need to Know about Using an HSA as a Retirement Account

While most people think of an HSA as a savings account, it can actually be a powerful retirement savings and investing tool. Continue Reading

What You Need to Know about Investing in Retirement Annuities

Annuities make sense for some retirees but it is important to understand the drawbacks of these unique investments. Continue Reading

5 of the Most Important Considerations for Retirement Planning at Any Stage of Life

Whether just starting to plan for retirement or revisiting the strategy, individuals should consider these five key points. Continue Reading

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

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)

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