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Retirement Red Zone (8)62 Articles
Wed, Aug 17, 2022
The Market’s Down and You’re Set to Retire, Now What?
That old saying, “The best-laid plans of mice and men often go awry,” is so true. That’s because, regardless of how we wish differently, we can only control what we can control. So what do you do if you’ve planned, saved, and set your retirement date for right now…and then the market tanks? There’s the obvious answer—stay employed. But there are also several other options.
Tue, Aug 9, 2022
Confused on How to Save for Retirement?
Saving for retirement is more confusing than it should be. Many people have questions like: Should you wait until you’re established in your career to start? Or, should you max out your 401(k) or start a Roth IRA? Here’s a simple guide to get you started.
Wed, Jul 20, 2022
3 Wealth Planning Strategies at Every Life Stage
Wouldn’t it be nice if retirement happened without fuss or bother? Unfortunately, that’s not usually the case. It often takes years of planning. But hopefully, this checklist will give you the key steps to take at each life stage, so you can possibly retire when you want and live the retirement of your dreams.
Tue, Jun 28, 2022
Wealth Planning for Empty Nesters
Empty nesting is undoubtedly a major life change—and you may be feeling an emotional and physical loss. You’re probably facing some financial changes too. So, as you go through the process of reinventing your life as an empty nester, reevaluate your financial state too. Here are some things to consider.
Wed, Jun 22, 2022
Wealth Planning: Suddenly Single After a Divorce
No one goes into marriage thinking they’re going to get a divorce. Unfortunately, about half do. During this usually painful period, you may be wondering what it means for yourself, your family, and your finances. Here are three steps you can take after a divorce to help ease the burden of planning for your financial future.
Wed, Jun 15, 2022
A Backdoor Roth IRA: What's All the Hoopla?
Do you want your assets to compound tax-free for the rest of your life, and beyond? Who wouldn’t! This strategy could be just what you’re looking for.
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.