Retirement-planning
Latest
-
How Much Will Getting Divorced Cost You?
Attorney fees and other fees can add up fast, depending on the route you choose. The less contentious the process, the less expensive it could be.
By Andrew Hatherley, CDFA®, CRPC® Published
-
How 4 Ordinary People Invested To Reach Financial Goals
Patience helped these four investors make their portfolios work for them.
By Kim Clark Published
-
IRA vs Roth vs 401(k): Which Do You Pick?
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong.
By Scott McClatchey, CFP® Published
-
Will Retiring Early Make You Happier? It’s Complicated
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone.
By Jacob Schroeder Published
-
Five Next-Level Questions to Ask a Prospective Financial Planner
These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you.
By Evan T. Beach, CFP®, AWMA® Published
-
SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
By Donna LeValley Published
-
Social Security and Your Taxes: Five Things to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
Social Security -
The Average 401(k) Balance by Age
Knowing how your 401(k) balance compares to your peers could be the catalyst to save more.
By Adam Shell Published
-
Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
By Patrick M. Simasko, J.D. Published