Are There Better Investments Than My High-Yield Money Market?
Do you have a lot of cash in your money market account and wonder what to do with it if rates come down? We explain your options.
An income strategy to weather interest rate changes
When you're not longer working you need an income replacement strategy. How is your strategy affected by changing interest rates?
Retire Richer: Quick Guide to Roth IRAs
Do you want to save on taxes and grow your retirement wealth? Roth accounts are the answer. Roth IRAs, Roth 401(k)s, Mega Backdoor Roth's and more!
Will I Be Able to Retire in 2024?
Will you be able to retire in 2024? There are many predictions packed into that question. How do you accurately measure those predictions?
Beware the Wolves: Financial Scams Targeting Elders
The rate of elder fraud scams rose by 84% from 2021 to 2022. That's horrific! How are they being scammed? How can they avoid it?
Navigating Risks in Your Late-Retirement Years
There are actually four stages of retirement, each with their own risks. What are the risks in late-retirement (80s+) years? We break down the top 6 risks and how to prepare for them.
Should you pay off your child’s student loan?
Your child has recently graduated but isn't making the kind of cash you are. Should you pay off their student loan? We say no, read why and how you can still help.
Missed RMD Penalty
Did you miss withdrawing your required minimum distribution (RMD) from a retirement account last year? Learn about the new penalty rates and how to possibly get it waived.
How Non-Working Spouses Can Save for Retirement
Can non-working spouses save for retirement? Absolutely! We have a few suggestions to get them started.
A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering…