Latest Article
The Basics of Financial Fitness
January 01, 2022
Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings. There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you?
Recent Articles
Making Sense of Your Roth 401(K)
December 01, 2021
The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries with it numerous rules that impact their ultimate tax treatment. Understanding these rules is critical for optimizing your tax consequences.
Managing a Budget During Your Retirement
November 01, 2021
Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime.
When’s the Right Time to Retire?
October 01, 2021
Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible.
Beyond Retirement: Consider Your Other Goals
September 01, 2021
When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are.
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Financial Traps to Avoid
August 01, 2021
There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their wealth.
Investing for the Future
February 04, 2021
When building a retirement nest egg, focus on preservation as well as growth.
When to Begin Collecting Social Security
February 01, 2021
Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.
IRA 101: Know the Facts
January 30, 2021
If you own an IRA, then you should be as familiar as possible with the rules that govern your account.
Wealth Building Strategies While Raising a Family
January 27, 2021
This article discusses steps that parents can take to build wealth while raising a family.
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How to Manage Your 401(k) When You Switch Jobs
January 18, 2021
Changing jobs introduces a new dilemma for people, regardless of why or how often they do so: what to do with the 401(k) account they had with their former employer.
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When's the Right Time to Retire?
January 05, 2021
This article discusses the factors you should look into when deciding when to retire.
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