Retirement, social security and estate planning.
Have you thought about the criteria for your list of places to retire? The original poster (OP) asked fellow Redditors to share their desires for an ideal retirement place. It prompted a list of conventional and not-so-conventional benchmarks to consider … Read More
Retirement offers the chance to travel, spend time with family, indulge in hobbies, and lead the lifestyle of your dreams. While retirement can result in stress, anxiety, and sadness, it can also serve as a reward. Suppose you’ve done your … Read More
President Biden signed the SECURE 2.0, approved by a nonpartisan Congress in December. The legislation significantly changes the retirement benefits landscape for the better.  Many provisions will strengthen Americans’ ability to save for retirement by restructuring contribution limits, withdrawal rules, … Read More
“Liquidity is a good proxy for relative net worth. You can’t lie about cash, stocks, and bond values. Mark Cuban Liquid net worth matters. Understanding your net worth and how to calculate it is hugely important for measuring your financial … Read More
With high inflation, a bear market, supply constraints, and talk about recession throughout the year, it’s been challenging for seniors and retirees. It’s about time for retirees to get a well-deserved break in 2023, which will happen on several fronts. … Read More
Running out of cash can be a frightening experience. It is one thing when you are in a restaurant, and you leave your wallet at home. However, it can be quite stressful to realize you have a potential cash flow … Read More
When you have children, it seems you can never do enough for them (and when they are teens, you can never do anything right). Guiding your kids on the path of saving for their future gives them a head start … Read More
Does the idea of early retirement sound appealing? It’s a lifelong dream for millions of Americans, but it could also become a reality when you make smart money moves at the right times. Achieving early retirement often requires sacrifices throughout … Read More
Are high inflation and the bear market derailing your retirement plans? There are significantly more challenges for retirees or those close to retirement. Paying more for gas, groceries, and other items on a fixed income while watching your investment portfolio … Read More
When seeking a financial advisor, you may be confused by your choices. Many professionals help you with estate planning when giving you financial advice. In contrast, others make investment recommendations for your portfolio, help with budgeting, reduce debt, or provide … Read More
The Mega Backdoor Roth takes investing in a traditional 401(k) to the next level for high-income earners. If you meet the eligibility requirements, you could stash an extra $41,500 for retirement in a Roth IRA. However, it’s complicated, and mistakes … Read More