Withdrawal Sequencing Strategies: Excerpt from The Smartest Money Book You’ll Ever Read Equifax Personal Finance Blogger Dan Solin is out with a new book, “The Smartest Money Book You’ll Ever Read,” in which he answers some of your top retirement and retirement strategy questions. Most people have their retirement funds…
Pay Yourself First: Excerpt from The Smartest Money Book You’ll Ever Read Equifax Personal Finance Blogger Dan Solin is out with a new book, “The Smartest Money Book You’ll Ever Read,” in which he answers some of your top retirement and retirement strategy questions. “Putting money…
My Clients’ Top Three Investing and Retirement Fears Investors have a lot to be fearful of these days. They have legitimate concerns about the deficit, the state of the economy, and high unemployment rates. It’s not just economic abstractions. The fears have become personal. Here…
Retirement Planning: So Many Choices, So Little Time Many employees have choices when it comes to retirement planning. Here are three common retirement-planning choices: A Roth 401(k) A traditional 401(k) A Roth IRA How do you decide which is best for you? Retirement Planning: Eligibility…
Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning With record unemployment rates, many employees are confronting the decision of how to handle the funds in their 401(k) plan when they leave their present employment. For most employees, the choice…
New Year’s Resolutions for Investors This is the time of year for New Year’s resolutions. When it comes to investing, I have some suggestions you might want to consider. Here they are: 1. Fire your broker. I can’t think of any reason to use the…