It sounds great, to be in control of your retirement plan. To make the investments you want to make when you want to make them. To be in control of a plan that has the flexibility to meet your particular retirement needs.
Is it just me, or does anyone else feel like we bypassed Halloween and Thanksgiving and went straight to Christmas? I kid you not, winter holiday decorations began emerging in malls, towns and stores in September.
Are you planning on pushing your retirement age out as far as possible, or continuing to work part-time during your retirement years? A growing number of people are following this path, driven partly by enjoyment of their work and partly by economic necessity.
With people living so long these days, why haven't financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is.
We always strategize when we're young. That includes what school to attend, what to study, and what career to embark on. Many think about getting married and how many children they will have - even before they meet the right one.
Wealth management usually comes in two parts: financial planning to increase and manage your wealth, and estate planning to protect and pass the wealth along to heirs with as few taxes as possible.
When you hold your first child for the first time, 18 years sounds like a long time. You assume you'll be able to save for college in that length of time. After all, it's almost two decades away, right? Not really.
The old saying "you can't take it with you" is definitely true when it comes to Uncle Sam and your tax-deferred retirement accounts. Here's what you should know about required retirement account distributions along with some tips to help you avoid extra taxes and penalties.
We've all heard that healthcare costs in retirement are high. We've also heard that part of our retirement planning should be to understand these potential costs and budget for them. This is nothing new. What is new is the potential increase in these (already expensive) costs slated for next year.
By Gina Horkey, Contributor As diligent as you have been about saving for retirement, your ego might have been quietly working a...
For those contemplating retirement or planning your Social Security future, it's time to put back on your student cap and study up.
The value of a $1 million nest egg is substantially different depending on whether you're living in Kansas City or San Francisco, retiring at 62 or 70, or planning on a life expectancy of 75 or 90.
Luxury goods, education, and healthcare all face higher inflation rates than the overall consumer basket. Here's what you need to know and how to plan accordingly.
Many baby boomers, that group referring to post World War II born approximately between the years 1946-1964, has the lowest rate of poverty among all age groups according to the Census Bureau.
Celebrities have the luxury of picking the most stunning destinations on earth for their vacation homes. But even in a sought-after place like Italy's Lake Como (where you'd have George Clooney as a neighbor), you'll find attractive options even for those of us who live less than a red-carpet lifestyle.
This is the second part of my interview about financial literacy and responsibility with financial strategist Brian Bedford*.