80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now
A study recently showed that 80% of Americans are worried about their ability to save enough money for a comfortable, sustainable retirement.
Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy
What is a mega backdoor Roth IRA? Below we’re breaking down what you need to know about this retirement savings strategy.
What are Health Savings Accounts and How Should They Be Used?
An HSA allows you to use pre-tax dollars and pay for deductibles, coinsurance, copayments, and other expenses. These include expenses for oral healthcare, vision healthcare, and medication.
Creating a Goal-Based Framework for Your Financial Picture
The key to successful financial planning is to set proactive goals and be specific with how much you’re allocating to each goal, how frequently, and over how much time.
Retirement Planning Considerations for Couples with an Age Gap
Decisions surrounding retirement are rarely simple. This further becomes the case when there is an age gap between couples, resulting in differences in retirement dates, life expectancy, health and more.
Investing in Retirement – It Should Be as Active as You Are
Investing in retirement used to be simple – switch to a 60/40 allocation, take out 4% a year, adjust for inflation, done. The goal was to avoid risk to the principle.
