Six Ways to Generate Income in Retirement
Do you know if you will have enough money during retirement to cover the cost of your housing, food, entertainment, and other activities you enjoy? You need money to enjoy…Read More
Milestone Birthdays in Retirement
When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes…Read More
Bull vs. Bear Markets: What’s the Difference?
In 2021, the U.S. stock market experienced record years, despite the COVID-19 pandemic persisting. The S&P 500 had more than 70 all-time highs—second only to its performance in 1995—and gained…Read More
18 Things You Should Know About 401(k)s
Before starting a new job, one of the key questions you’ve likely inquired about is your company’s 401(k) benefits. When you start the job, you’ll probably be handed a packet…Read More
What Are Capital Gains and Capital Assets?
Understanding capital gains, losses, and assets are important to your overall financial strategy. Asset appreciation, like from your stocks or real estate, is exciting, especially when you sell for a…Read More
Should I Pay Off My Mortgage Before I Retire?
Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off as quickly as…Read More
17 Money Mistakes Doctors (and Other High Earners) Make
Financial missteps from high-earning individuals, like doctors, can be especially costly. Do you struggle to manage your finances or want to improve your money habits? Or are you looking for…Read More
Required Minimum Distribution: What It Is and How to Calculate It
Required minimum distributions are important to your overall income strategy in retirement, but the rules can be complex, especially if you have multiple retirement accounts. Read on for more about…Read More
Reverse Mortgages: What They Are and If They’re Right for You
Millions of Americans are entering retirement encumbered with mortgages. The proportion of homeowners aged 65+ who still carry a mortgage doubled over the last 30 years—from 21% in 1989 to…Read More
How Retirees and Pre-Retirees Can Hedge Against Inflation
Today’s dollar buys far less than it did 10, 20, and 30 years ago—much like today’s dollar will not have the same purchasing power in 10, 20, and 30 years…Read More