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Calculating Your Retirement Needs

Wednesday, 26 October 2011 09:49 by Jacki Calculating a retirement savings goal is one of the most important steps investors can take to help determine if they are on pace to meet that goal. However, less than half of American workers have tried to figure out how much money they will need to accumulate for retirement, and the wide majority of these individuals admit that they either guessed or did their own calculations. What about you? [More]


Rent or Own in Retirement?

Monday, 20 June 2011 23:00 by Jacki Deciding whether to remain in your current home, downsize to a smaller home, rent, or move to a retirement community is a hard decision but one that will need to be made around retirement. Weighing the pros and cons of owning and renting will help you determine which is best for your situation. [More]


Know the Difference: Traditional and Roth IRAs

Tuesday, 26 April 2011 23:57 by Jacki Every now and then it is important to take some time to inventory your retirement planning. If you own a Traditional IRA, for instance, you probably know your contributions may be tax deductible. Did you know that if you withdraw from that Traditional IRA early you must pay a 10% penalty in addition to income tax? [More]


How Do You Know When You’re Ready to Retire?

Sunday, 27 February 2011 20:47 by Jacki You’ve been planning your retirement for years: what you’re going to do, where you’re going to live, and how you’re going to pay for it. But knowing when it is time to retire can still be a very difficult decision. Here are a few questions to answer to help you decide if you are financially prepared to retire. [More]


Why You Need a Financial Plan

Sunday, 30 January 2011 19:33 by Jacki A financial plan is a document that helps you determine how you’ll achieve the goals you want from life, as well as how you’ll meet your future financial needs. A thorough financial plan looks at every aspect of how finances affect you and your family, covering issues such as retirement, education, housing, medical needs, insurance and luxuries. It examines your present situation, spells out your needs, and decides what steps will allow you to meet those needs. A good financial plan also gives you benchmarks to use as targets, so you’ll be able to tell how much progress you’ve made. [More]


Investing Blunders to Avoid

Tuesday, 28 December 2010 22:12 by Jacki When it comes to investing, emotions and anxiety run high. One mistake can cost you thousands. With a good plan in place, you can rest a little easier. Here are some investment mistakes to avoid. [More]


Q&A: Retirement Planning

Monday, 18 October 2010 22:01 by Jacki What are the biggest retirement planning mistakes people make? Retirement is decades away, so why should I think about it now? [More]


Retirement Planning at any Age

Monday, 16 August 2010 23:18 by Jacki Ask any financial advisor when you should start saving for retirement, and you can expect to hear the same answer: yesterday. No matter what your age, you should be saving and investing money to meet your needs during your retirement years. However, your strategies should change over the years to match your changing needs. [More]


How Your Home Can Increase Retirement Income

Saturday, 24 July 2010 22:14 by Jacki If you are “house rich” and “cash poor,” there are some steps you can take that would allow you to live more comfortably in retirement. [More]


Can I live the way I want in Retirement?

Tuesday, 20 April 2010 14:36 by Andy That depends on how much you have saved and how you expect to live in retirement. Living a carefree life of travel requires a different amount of savings than a life of simple existence with part-time income [More]


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