
The Financial Tool That Solves Many of Life’s Problems!
There’s more to retirement planning than simply saving money and hoping everything gets covered. Much more is possible if you know how to use the
There’s more to retirement planning than simply saving money and hoping everything gets covered. Much more is possible if you know how to use the
Are boomers in denial when it comes to retirement planning? While we’ve covered the state of financial illiteracy previously, denial is also all to rampant.
Show me a retirement problem and I’ll show you someone with a planning solution packaged to solve it. Unfortunately, too many people jump at great
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.