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Retirement planning consists of 2 broad phases – accumulation and withdrawal. Early retirement is difficult to achieve because there is less time to build wealth and more years to spend. The tim...
Out-of-pocket healthcare costs in retirement continue to rise. Not just a Baby Boomer problem, Millennials could see their healthcare costs double in retirement....
It’s getting real! I’m meeting with my boss today to let him know my plans and prepare an exit strategy. I work at a government agency with no risk of getting booted upon the announcement....
By Josh Katzowitz, WCI Content Director If my psychiatrist wife hadn’t begun taking care of our money and our investing strategy so many years ago and if I hadn’t made a New Year’s r...
Historically, the markets bounce back nicely after sharp declines, so focusing on historically high-quality companies trading at today’s lower valuations could be a good recovery strategy....
Do you know the main reason Americans slip into homelessness? Are you aware of the roots of this longstanding crisis? The best way to counter negative views of homelessness is to develop a better unde...
With the 2022 RRSP contribution deadline right around the corner, it’s the perfect time to revisit your retirement savings strategy. Is the money in your RRSP aligned with your retirement goals?...
I'm a canadian in my mid 20's. Since the past 2 years, I used the services of a financial advisor who works for an independant private financial service group. All of my investments are currently in m...
Hello. I am 58 retiring at 60 with a public pension of $2700 and would have a base $1200 monthly SS (at full SS age 67) coming from pre-pension jobs. However, my SS is subject to the full monthly WEP ...
if your portfolio doesn’t generate enough passive income to fund your lifestyle then you may want to consider including an Early Retirement Bucket Strategy....
There are many articles claiming to have the Best Roth Conversion Tax Strategy. In the end it all comes down to individual situations and where they are...
Look to build savings, reduce risk, minimize taxes and ensure a successful retirement by reviewing your budget, contributions, allocations and beneficiaries....
The Answer: Diversify! If you’ve saved $100,000 + for retirement in an IRA, 401(k), TSP or other retirement account, get your free guides written by me. I’m the company’s on-staff, H...
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job....
A Roth conversion can be a smart move. But it can be made even smarter if you use more than one Roth IRA to do it, then recharacterize the underperformers....