What If You Live Well Past 100? It Could Happen

How long are you planning to live in retirement? Most people think they’ll retire by 65 and, with luck, live to see 90 or so. The reality is somewhat like … Read more

Posted on July 26, 2021 by

3 Steps to Help You Save More So You Can Invest

One of the major stumbling blocks for investors is having enough cash to put into an investment plan in the first place. It takes money to make money, after all. … Read more

Posted on June 28, 2021 by

How Much Can I Take Out Of My Retirement Account Each Year?

Financial planners have a pretty simple way of thinking about your retirement savings: “accumulation” and “deccumulation.” The first phase, accumulation, is where most people focus their energy as retirement investors. … Read more

Posted on May 12, 2021 by

Warren Buffett: This Factor Matters Most To Investment Success

Warren Buffett, the iconic multi-billionaire, is known for a lot of things. His folksy media appearances, simple taste in food (cherry Cokes are a favorite) and an absolutely mind-boggling ability … Read more

Posted on September 8, 2020 by

How to Create Financially Strong Children, Step by Step

You send them to good schools, try to teach them the value of a buck and then — your grown kids just aren’t financially ready to leave the nest. Push … Read more

Posted on July 2, 2019 by

No Emergency Fund? How to Get Started

­An emergency fund is one of those fundamental things in personal finance we all agree is important but rarely follow through on doing. There’s always something more pressing. Bills, car … Read more

Posted on April 23, 2019 by

Is Financial Planning Even Worth Your Time? Absolutely

A lot of folks confuse financial planning with financial worrying. They believe that watching the stock market rise and fall, or obsessing about a stock that someone else has bought … Read more

Posted on January 8, 2019 by
tax-deferred

Investor Basics: What Is Tax-Deferred?

Tax-deferred describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that serve a … Read more

Posted on July 16, 2018 by

Why You Should Invest In A Tax-Deferred Account for Retirement

A tax-deferred account describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that … Read more

Posted on June 25, 2018 by

Lifestyle Inflation: Tame This Money Beast

If you work hard and do well, it’s likely that your income will rise over time. That’s a good thing, right? It is, but people often fall victim to what’s … Read more

Posted on April 6, 2018 by