What Planning in the Post-Retirement Chapter of Life Looks Like
Retirement is often seen as the finish line. After decades of hard work, planning and saving money are finally over. In reality, retirement is a major transition . It’s not simply a matter of flipping a switch and drawing on your retirement fund. The post-retirement phase requires careful planning and strategic decision-making. On a lighter […]
How to Save for Retirement When You’re Self Employed
If you’re self-employed or a small business owner, you know that saving for retirement is just one of the many things you have to figure out on your own. Saving for retirement when you’re self-employed is a challenge. Not only do you have to research and employ the strategy that best suits you, but you […]
Don’t you forget about me: What to do with an old 401k plan?
In the midst of changing jobs, whether taking on a new full time job or striking out on your own, you might have left behind an old 401k plan. Most of the time, we forget about our 401k plans because they operate on their own: a portion of your earnings automatically goes into your plan […]
Should I Max Out my 401k? [Video]
Should I Max Out my 401k? (Transcript) Should I max out my 401k? The short answer is always typically yes, but the longer answer may be, maybe not depending on individual situation. For employees that have access to retirement contribution plans like a 401k or a 403b: you should really take a hard look at […]