Category Archives: Retirement

7 Financial Experts Share Their 2024 New Year’s Resolutions

It’s not everyday that your financial advisor will tell you to spend money, but that...

Category Icon
Don’t Put Off Saving for Retirement

Several years ago, I met with a couple who spent their 30s and 40s buying...

Category Icon
Gen X: The Ultimate Sandwich Generation

We know that all you Gen Xers out there feel you are on the wrong...

Category Icon
Is It OK To Not Know What’s In Your 401k?

How many people really know what’s in their 401(k)? Not many, according to CNBC, finding...

Category Icon
It’s Not Too Late To Save For Retirement

Feeling behind the eight-ball when it comes to saving for retirement? Many Americans do. But...

Ask Mari: Will Switching To Part-Time Work Hurt My Social Security Benefits?

One of our clients asked a great question that other day as we met to...

Category Icon
Ask Mari: Will IRA Required Minimum Withdrawals Be Waived In 2022?

Here’s a question we received from Carol, one of our blog readers. Great question, Carol!...

Category Icon
Ask Mari: Social Security Benefits For A Divorced Spouse

For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social...

Category Icon
Yes, You Can Still Build Wealth After 50

Congratulations! If you just turned 50, you’re in the final stretch toward retirement. With today’s...

Category Icon
US News & World Report: Last Minute Tax Tips!

We were happy to collaborate last week with U.S. News & World Report and journalist...