Finance Blog
Saving Money with the Magic of a Roth IRA
Written by Jeff Rose on March 27, 2012
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When it comes to money, some people are savers and some are investors. (Then there also are some who are neither, but that is another post.) If you have always been a saver, becoming an investor can be a scary proposition. The first step in…
Retirement Planning: Withdrawal Sequencing Strategies
Written by Dan Solin on March 13, 2012
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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…
Retirement Strategy: Pay Yourself First
Written by Dan Solin on March 6, 2012
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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…
Retirement Strategy: Planning For Big Purchases
Written by Jeff Rose on February 28, 2012
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It’s safe to expect that you will live 10, 15, or even 20 or more years into retirement. For this reason, most of us know it’s important to save for retirement and to diversify our retirement portfolio. However, relying on Social Security payments and regular…
Planning for After Retirement
Written by Jeff Rose on February 21, 2012
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You’ve probably imagined that the first day of your retirement life is going to be wonderful. No alarm clock waking you up, no deadlines, nowhere to be. You can enjoy your morning coffee at your leisure, take a sunrise stroll around the neighborhood, create a…
What’s Happening to the Average Age of Retirement?
Written by Jeff Rose on February 7, 2012
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Retirement strategy now is nothing like it was 100 years ago, and for today’s college graduates the retirement outlook is even more uncertain. Gone are the days of relying on Social Security to provide for a comfortable retirement. For many of my baby boomer clients,…
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