Posts Tagged ‘retirement planning’
Book Summary – The Investment Answer
Gordy and Murray walks individuals through the five key decisions that individuals need to make in order to be successful as investors. See how you’re doing…
Read MoreCash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…
Read MoreShould You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Read MoreMaking Sure You Can Collect a Paycheck in Retirement
You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…
Read MoreRetirement! Tax-Deferred vs.Tax-Free
Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.
Read MoreValues in Action – Financial Freedom Tips
Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.
Read MoreAnnuities – What You Need To Know (Video)
Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.
Read MoreWhat is Retirement? That Depends on You.
My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
Read MoreThe #1 Retirement Question – How Much is Enough? (VIDEO)
I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.
Read MoreMonday Morning Motivation – Containment
Are you practicing containment and self-regulation when it comes to your emotions?
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