We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. But, what is often forgotten is that workplace retirement account when you leave one job and move on to another. If you leave a job, consider “rolling” the money from

One potential way to save money consistently is to arrange automatic transfers from your checking to your savings account on paydays. This idea can be also applied to RMDs as we get older. While we may be forced to take required minimum distributions out of qualified accounts, there are no restrictions on how you choose

Sometimes it’s best to start with the basic steps when planning for retirement. Are you contributing enough to your 401(k) to get your company’s full employee match? Have you paid off any high-interest-rate debt you may be carrying? Eliminating a monthly credit card or auto loan with a high-interest payment may enable you to save

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning is that, as you approach retirement, there are far fewer years left to correct or recover from a mistake. The consequence of a misstep during this time can affect your

We frequently receive inquiries regarding who the beneficiaries should be for the financial products we recommend. And, if the division among multiple beneficiaries should be equal. This brings up an interesting point.  When making this decision, people sometimes place descriptions on their offspring that relate to their current needs or proclivities. What we sometimes forget