Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…
Since 1940, when the first Social Security checks were delivered, millions of Americans have come to rely on this government program to fund their retirement years—at least in part. Over the years, the rules about when you may start drawing on Social Security, and how much you will receive, have become more complex, leaving many…
When many investors save for retirement, we think of being able to afford our future living and traveling expenses. It’s also wise to consider our future health-care costs. One way to cover those future health-care expenses is through a tax-advantaged retirement vehicle called a Health Savings Account (HSA). An HSA is a savings account and…
Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48.1 With multiple jobs at different companies, odds are you may have several 401(k) retirement plans with former employers. And with too…
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