Your pension plan benefits may not be as ironclad as you think. Here is a good article that discusses the various types of pensions and the ways they can be impacted.
With various rules surrounding IRA’s it’s always important to measure twice/cut once. Here is a good article on the good, the bad, and the ugly when rolling over from a Roth 401(k) to a Roth IRA.
A good reminder on the virtue of staying invested; the risks in timing; and how $10,000 invested in the S&P 500 index, for the 20-year period of 1999 through 2018, would have performed under various scenarios.
A slow moving crisis is approaching Social Security threatening to undermine a pillar in the retirement for millions of Americans. A good article on the issues and possible remedies.
There are a host of blindly accepted notions about a proper retirement strategy. One size certainly does not fit all and circumstances always vary. One common assumption is the 4% withdraw assumption. This is a a good piece reviewing that assumption.
We’re often asked: Is it better to invest a big lump sum of money all at once, or to to drip-feed your cash into the market? And there happens to be an easy answer.
Many individuals overlook an annual check-up of their 401k retirement account. It's essential to periodically review the makeup of your 401k to ensure that it is aligned with your overall financial plan. This is an insightful article that speaks to reviewing your 401k "To Do's."
