Category Archives: Retirement

Want to retire in South Florida? Better save up!

A new report just confirmed what residents already know. The cost of living in South...

65+ and single? Don’t let your HSA turn into a tax bomb

I am a dedicated saver. Yet I did something this month I almost never do....

Strategies to trim that 2025 tax bill

It’s not too late! You still have time to cut your 2025 tax bill down...

Do you have too much in stocks in your 401(k)?

Americans are investing more in stocks than ever before in their 401(k)s. But is it...

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Thinking about retiring? Read this first.

Think you’ve got enough money to retire? Before you pull the trigger, read this. You...

Got 5 minutes to fix your 401(k)?

Five minutes is all it takes to make sure you stay on track financially I...

Retirement ‘Rules’ That It May Be Time to Break

There’s plenty of retirement rules of thumb telling you how to invest, how much to...

Why A Market Correction Needn’t Sink Your Retirement

We get it. Market declines can be scary. And market corrections, or declines of 10%...

Last Minute Money Moves: Why You Should Consider A Roth Conversion in 2024

No pressure, really! But just a reminder that the clock is ticking. ⏱️ Financial planners...

New ‘Super Saving’ Opportunities for Workers 60-63

Starting in 2025, the new super catch-up provisions will let savvy 60-63 year olds stuff...