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Retirement
What Is The Average Retirement Savings By Age?
Big Cheers if you are on track for retirement. Now you can pay to go see the Taylor Swif eras tour. ... Getty ImagesOne of the most common questions when people hear I am a financial planner is some version of "Do you think I am on track…
Put In The Hard Work For An Easier Retirement
There are few things I love more than sitting down with a bunch of other smart, intentional people and swapping thoughts on how we can do even better at this crazy thing called life. I recently had the pleasure of trading ideas (and a few…
6 IRA Actions To Consider Before December 31
gettyIt’s time to assess your IRA plans and be sure to take before the end of the year the actions that can increase your financial independence. Many actions must be completed before December 31 or the opportunity to reap their benefits…
Late Actor James Caan Reveals Trap In Self-Directed IRAs
CBS via Getty ImagesThe estate of the late actor, James Caan, who appeared in The Godfather and many other films and television shows, lost a recent Tax Court case that has lessons for other taxpayers. The case involved two of Caan’s IRAs.…
What’s The Best Age To Retire?
Take the time to decide when to retire. Then enjoy life!gettyDeciding when to retire is one of the most important decisions facing workers in their 50s and 60s. Your decision will significantly influence your financial security, health, and…
3 Experiments To Help Reduce Senior Care Worker Shortages
Woman in nursing home with an aide. gettyThe U.S. is desperately short of nurses, personal care aides, and other direct care workers who help frail older adults and younger people with disabilities manage their days. Instead of dealing with…
Is Retirement A Good Time For Roth Conversions?
Considering Roth conversions in retirementgettyIf you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you're still working could be the worst time of all. Although it…
5 Ways To Have More Tax-Free Income In Retirement
How to get the most tax free income in retirement.gettyNo one loves paying taxes. Building a retirement income you can't outlive is a challenge for many Americans. Increasing the amount of tax-free retirement income you receive will help…
Living Single: 3 Questions To Prepare For A Solo Retirement
Life alone was once considered the result of bad luck, not choice. Singlehood is now both a choice ... and a cause for celebration for many — but what does it mean for life in retirement?gettyLiving a single life is on the rise. Beyond the…
How To Take Advantage Of The US Housing Market… By Moving To Mexico
Author and Jet Metier at house at Lake ChapalaChuck BolotinFrom what we are told, sales of previously owned homes in the United States are at their lowest rate in 13 years, while the average sale price for a home in the US has risen in just…