Latest Articles
Tue, Aug 8, 2023
The MEGA Backdoor Roth: How to Save An Extra $43,500 Each Year
You may have heard of the “backdoor Roth IRA” strategy that high-earners use save on taxes in retirement, but do you know about the MEGA backdoor Roth? Learn what it is, how it works, and whether you qualify for this major money-saving tool.
Wed, Aug 2, 2023
A Cure for Bad Investment Timing
Bad timing is a costly predicament. If your fight or flight response to the market downturn last year made you pull back your investments, you’re probably wondering when you should re-enter the market. Here are three reasons why the answer is NOW.
Tue, Jul 25, 2023
Social Security: 3 Penalties to Avoid
Most retirees in the U.S. rely on Social Security for stable income, so it’s crucial to be aware of potential reductions. Here are 3 important penalties to avoid.
Wed, Jul 19, 2023
3 Strategies to Avoid Emotional Investing
Investors should be wary of emotional highs and lows. Here are 3 ways to avoid short-sighted reactions that might harm your portfolio in the long run.
Wed, Jul 12, 2023
Practice Makes Perfect: Rehearsing Retirement
Doing absolutely nothing might sound great when you’re in the midst of a busy career. But many retirees struggle to adapt to a slower-paced lifestyle. See how you can better prepare for retirement both mentally and financially with a “Retirement Rehearsal…”
Wed, Jul 5, 2023
3 Ways to Lower Income Tax in Retirement
How can you make the most of your retirement income sources, minimize your tax bill, and keep more of what YOU earned? Here are 3 ways.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.