Three Retirement Rollover Mistakes to Avoid
Planning to retire? Contemplating a rollover? Here are three ways NOT to do it. 1. Get a check from the company Of course, this is
Planning to retire? Contemplating a rollover? Here are three ways NOT to do it. 1. Get a check from the company Of course, this is
Getting ready to retire? Leaving your company? Wondering whether you should sell or roll-over your company stock? That’s really a tax-treatment question, which means you
Are these things worth anything? … or nothing. Risk questionnaires have played a major role in retirement and investment planning for as long as I
We’ve all heard it. We’ve all read it. Most managers fail to match, let alone beat, the market. Actually, it makes sense! And, there’s a very
If history is any guide, we may already know the answer. Politicians will take the easy way out. Given the increasing deficits, the outlook for
We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.
Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.