4 Tax-Free Retirement Income Strategies
One of the essential goals of any retirement strategy is to ensure your future financial stability when you’re no longer working. A key way to do this is to reduce your expenses in retirement as much as possible.
Are You Leaving A Tax Surprise for Your Beneficiaries?
If you’re like many Americans, much of your retirement assets may exist in plans such as an employer-sponsored 401(k) or an IRA. These plans are attractive retirement savings vehicles because of their unique tax structure.
Health Care in Retirement: Do You Have a Funding Strategy?
When planning your financial strategy for retirement, one of the most important steps is to estimate your spending and build a projected budget.
Need a New Year’s Resolution?
In a 2016 Gallup poll, 64 percent of Americans reported they were worried about retirement.1 It’s an understandable concern, as many workers haven’t saved nearly enough to fund a multi-decade retirement.
To Index or not to Index, That is the Question
I spend an inordinate amount of my time explaining to Indexers (those that tout that indexes are the only way to be effective with their investments) that there is SO much more to consider than simply buying an index.
Turn your Nonsense Filters on High
Have you noticed that everything is bad these days. There is more bad economics, bad math and bad information masquerading as analysis these days than we have seen at any time in recent history.