You have a 401(k). But you’ve recently retired and now aren’t sure what to do with that 401(k). Should you leave it as is, or is it better to rollover…
Tag: retirement
Do You Understand RMD's?
What Are RMD’s? Required minimum distributions are money the government makes you take out of your IRA after you turn age 70 ½. (more…)
Retirement On YOUR Terms
Retirement comes with adjustments. Adjustments to how you spend your time, how you prioritize, and how you view your money. Money in retirement is fixed to the amount you worked…
After a Week of Market Volatility, How Do We Proceed?
Wall Street had an interesting week. After a sharp decline on Monday, the markets rallied, only to be wiped out again by Tuesday afternoon. They then shifted to an upward…
Is Credit Card Debt Threatening Your Retirement?
Credit cards changed the way Americans think about debt. In 1981, the average retiree had only $2,100 in credit card debt. Today, we’ve almost quadrupled that amount, and the average…
Don't Let Divorce Derail Your Financial Future
Divorce can be messy. It can be dramatic. Untying the knot after years of commitment is emotionally taxing and stressful, and unfortunately, one in four of these divorces is happening…