Tag

retirement

How To Be a Super Saver

Are You A Super Saver? A super saver saves, in our opinion, about 20-30% of their income. That’s an ambitious goal, but it’s not so ambitious as to be impossible. So, let’s take a look at the ways and whys… Continue Reading →

What Is a 401(k) and What Investments Should I Choose?

Our clients often ask, “What investments should I choose in my 401(k)?” A 401(k) is a workplace retirement savings plan that has certain tax advantages for both the employer and the employee. Typically, when you elect to participate in your… Continue Reading →

Financial Planning When You’re In Your Twenties

According to a recent poll, the top indicators of being “grown up” are 1) taking full responsibility for your own actions, and 2) being financially independent. Some of the more traditional understandings, such as “finishing my education” and “getting married” were… Continue Reading →

Annuity: Check the Fine Print

The regular ups and downs of the stock market are a thrill ride many people don’t want to take. We want some assurance that our hard-earned money won’t disappear in a market downturn. That’s the very moment that the annuity… Continue Reading →

How Much Money Do I Need for Retirement?

Do you know how long your current retirement savings will last? Most American households have far less than they need for retirement. According to a study by the National Institute on Retirement Security, “62 percent of working households age 55-64 have… Continue Reading →

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