Borrowing from Your IRA
When you’re building for retirement, an IRA is one of the best assets you can have in your portfolio. But can it help if you need money now? Taking...
Retirement (3)
Why Retirees Should Have an HSA
As you plan for retirement, one important tool to consider is a health savings account, or HSA. While HSAs are most frequently used to pay medical...
How to Avoid Running Out of Money When You Retire
Are you worried you won’t have enough money to fund your retirement? It’s understandable if this question is keeping you up at night. With all the...
3 Ways to Simplify Your Investments
Keeping all your investments in order doesn’t need to be overwhelming. Even if you’re balancing a diverse investment portfolio, there are ways to...
Should You and Your Spouse Retire at the Same Time?
If you and your spouse are nearing retirement age, it’s important to consider the timing. Should you both retire at the same time, or would it be...
How Those Over 50 Can Play "Retirement Catch-Up"
If retirement is looming, but you have not built the nest egg you want or need for worry-free golden years, there is no need to fret. There are...
Should You Rent or Purchase When You Downsize?
Downsizing can help retirees save money and energy they might otherwise waste on space they do not need. But in the process of downsizing, they must...
How to Save for Retirement Without a 401(k)
A 401(k) plan may be ideal when it comes to saving for retirement. Still, it’s possible to meet ambitious retirement goals even without one. If your...
Should Your Spend Your Retirement Savings?
If you’ve amassed significant savings for your retirement, it’s important to think about what you’ll do with the money. Would you prefer to spend it...
Changing Jobs and Your Retirement Accounts
If you’ve left your former job for a new employment opportunity, you’re likely leaving behind a substantial balance in your employer-run retirement...
Tax Advice for Planning Your Retirement Income
Once you’ve achieved your goal of retirement, making your well-earned income stretch as much as possible becomes a chief priority. Structuring your...
Working During Retirement
As a retiree, you have years of work experience behind you and now plenty of time on your hands. If you are looking for a productive (and lucrative)...