Affordability, access to healthcare, climate, and culture are just some of the important factors to consider before moving to another state.
Only 51% of Pennsylvanians have tried to figure out how much they need to save for retirement—and just 31% are satisfied with their current financial condition.
The cost of medical expenses is rising and thus users across the board (not just 30% of them) could see their premiums rise by some amount.
Many people believe all they need to do for retirement is defer as much money as they can. This is rarely the case.
The Three Things That Matter Most in Our Retirement Investment Strategy: Allocation, Allocation, Allocation
The myth that security selection and market timing are keys to investment success may drive many to make poor investment decisions.
Do You Have an Accurate Vision of Retirement? If You Don’t Know Where You Are Going, It’s Going to Be Hard to Get There.
Retirement is not a date on a calendar; it is a journey that begins before our working career ends.
A better overall strategy is to invest for total return.
Even if the probability of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.
Don’t overlook these benefits.
Becoming a millionaire doesn’t happen on its own: it takes planning and perseverance. Here are some steps you can take to grow your net worth.
Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appreciation (NUA). How does…
An investment option you may not have considered.
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Building a tax efficient New Three-Legged Stool successfully takes preparation.
Gains from gold and gains from investments are taxed differently.
Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.
A stock split is when a company decides to increase the number of shares outstanding.
Retirees will need to pay close attention to means-testing levels to help contain healthcare costs. This requires careful planning before retirement.
While annuities can be an important way to build wealth, many individuals don’t realize how complicated these insurance products can be. In this article, we’ll walk you through what you need to know about annuity contracts and the five-year-rule.
Learn about different types of annuities and understand how they can become a valuable component of your retirement plan.