Tag Archives | retirement
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World Traveler Sets Her Sites on New Retirement Adventure And Career #4

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Self-Employed? Don’t Miss This Opportunity To Slash Your Taxes Before The Deadline

We’re always glad to get the word out about amazing opportunities to cut your tax bill and beef up your retirement savings at the same time. So thank you to Brett Arends of MarketWatch for asking us to chime in on how self-employed people can save money by setting up their own retirement plans. In his […]

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Uncertain Income? Tips To Cut Your Spending

Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]

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IRA Contributions Are Due July 15: Four Tips On Why You Shouldn’t Let That Opportunity Slip Away

The clock is ticking but you still have time to contribute to your Roth or Traditional IRA and have it count for 2019. A quick recap: the contribution limits for 2019 are $6,000 if you were under age 50 and $7,000 if you were 50 or over by 2019 year-end. You have until July 15, 2020 to submit your contribution. Here’s 4 […]

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Retirement Playbook: How Portfolios Can Bounce Back From Down Markets

It’s easy to get caught up in discouraging economic news, and lose sight of your long-term financial roadmap. That’s why Mari was glad to have a conversation with veteran financial journalist Gail MarksJarvis, writing for Barron’s, about how retirees can stay on track by taking positive steps to protect their portfolios in times of turbulent […]

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Breaking News: IRA Withdrawals Are OPTIONAL For 2020

We’re calling clients to get the word out. Required Minimum Distributions (RMDs), those IRA and retirement withdrawals you’re required to take once you turn age 72 (formerly 70½), are now optional for 2020. It’s the government’s way of letting your IRA and retirement accounts recover and catch their breath from the COVID-19 crisis. We discussed […]

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Digital 401(k) Statements Save Trees, But You Still Have To Read Them

Most employers nowadays are eco-friendly. Instead of mailing you a quarterly 401(k) statement, like they did in the old days, they email the statement to you or make it available to you digitally through a workplace portal. We’re all for saving trees. But, any statement, whether emailed or paper, doesn’t do you any good if […]

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Retiring Soon? Why Contributing To Your Traditional IRA For 2020 Could Be A Smart Move

Confused as to whether a Roth IRA or Traditional IRA might be best for you? Mari talked with Kiplinger’s Personal Finance magazine about  how to choose between a Roth or Traditional IRA. The first thing to know is that the contribution limit of $6,000 is unchanged from 2019 (you can contribute an extra $1,000, for a […]

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Take A Retirement Test Drive

Getting ready for retirement? Some people prefer to make an abrupt transition into retirement. One day they’re working, the next day they’re done forever. Others like to ease into it and kick the tires first. We talked to financial writer Alina Tugend of Kiplinger’s Personal Finance about the pros and con of taking a retirement […]

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Top Reasons For Working Past 65

Older Americans are living longer than ever. So it should be no surprise that many plan to continue working into retirement to keep busy and stay mentally fit, reports Jacqueline Sergeant for Financial Advisor magazine. By 2026, almost 1/3 of all individuals in the 65-to-74 age group are projected to be gainfully employed, according to […]

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