Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.
If you are over age 50 and unsure about your ability to meet your retirement goals, there is still time to take action to meet those goals. The IRS allows special catch-up contributions that most individuals do not take advantage of – do not lose out on this gift from Congress.
For future and current retirees, the question is “How much can I safely withdraw from my retirement savings each year?” While the debate rages, here is a fresh look and a simple rule of thumb.
Working during retirement has both financial and non-financial benefits. However, before you go down this route, take into account various considerations.
Establishing a savings plan for 2017 should be done at the beginning of the year. Thoughtful consideration should be placed in determining the type of savings you make to your employer-sponsored retirement plans.
Losing your job can create unwanted financial stress, but there are smart financial moves you can make to sail through this change in your life.
Bond ratings are an essential tool when considering fixed-income investments. While your allocation to bonds should be taken into context with your overall holdings and your unique goals, here is a refresher on bond ratings.
The old phrase "timing is everything" seems to capture the way random, chance events affect us throughout life. Of course, these sometimes life-changing events can be either negative or positive. While the way we see random events in life may lead us to believe that "timing is everything," we believe that applying this mindset to investing is, at best, unprofitable and, at worst, disastrous to one's portfolio.
